Matt Goddard FPFS, Ch. MCSI

Associate Director, Chartered Financial Planner

Matt began his career in 1997 and is qualified as both a Chartered Financial Planner (Chartered Insurance Institute), and a Chartered Wealth Manager (Chartered Institute for Securities & Investment)

Matt is also an Affiliate member of the Society of Trust and Estate Practitioners (STEP). Although he advises across many areas, Matt’s strength is in building long-term relationships with clients – helping them to identify their lifestyle objectives and goals, and then working with them to achieve these.

Matt is also a Certified Money Coach (CMC)® having trained with the Money Coaching Institute so can now support clients in understanding their behaviours and patterns around money and resolving any conflicts caused by these. Outside of work, Matt enjoys spending time with his young family and hopes to pursue some hobbies at some point.