Financial Planner Chartered ALIBF
Matt first entered the industry in 2006 and has held roles at a number of well-known national and global financial institutions.
His various job roles have allowed him to amass considerable experience and expertise that he can call upon to advise clients of all walks of life.
Matt is Chartered Member of the London Institute of Banking and holds specialist qualifications in Pension Transfers, Long-Term Care planning and Equity Release. Matt is also an Associate Member of the Society for Later Life Advisers (SOLLA) and is working towards achieving full accreditation.
Away from the office, Matt lives in Tewkesbury and is married to Kim. They enjoy travelling and have a number of locations left on their ‘to-do’ list. At weekends, Matt will either be found walking his miniature schnauzer, George, or watching any sport he can find!
Matt is proud to be a member of the following professional organisations:
Associate of SOLLA - Society of Later Life Advisers
Chartered Associate of the London Institute of Banking & Finance
The Mustard House
13-14 Barton Street
Tewkesbury GL20 5PP
Work: 01684 850088