Matt joined us in August 2015. He is married to Lucy and currently lives in Reading. He holds an honours degree in Mathematics from the University of Southampton, and holds the Diploma in Regulated Financial Planning alongside the Certificate in Pension Transfer Advice, the Certificate in Advanced Mortgage Advice, the Certificate in Equity Release and the Award in Long Term Care Advice. Matt has also taken the additional step to obtain the Certificate in Older and Vulnerable Consumer Care. He is an authorised pension and investment adviser.
Matt is currently studying AF1, J02 and AF8 and hopes to achieve the coveted status of Chartered Financial Planner by the time he has five years’ experience.
Matt enjoys music, football and walking his three dogs! He is a keen follower of both Liverpool and Reading where he, like Marion and Lucy, also has a season ticket.
Matt says “Coming out of university I had a world of options to go down. But my choice boiled down to doing something I would enjoy and that would have a positive impact. The financial services industry is constantly changing, learning is something I relish and so financial services is a great choice. And whilst I love to learn, it’s also fantastic to use what I know already. My degree in maths and skills with computers are ideal for a career in financial advice. But, the chance to build fruitful relationships with clients is what really attracted me to the world of financial advice. The chance to help people plan their future and enjoy their lives in the best way they can is one I couldn’t deny. I’ll get to see the positive difference that my work gives to their quality of life.”