How I help your business
Matthew is a qualified Financial Adviser providing ongoing documentation and technical support.
He works alongside our other Financial Adviser to help provide advice around financial planning, tax planning and personal wealth management.
My experience and specialisms
Matthew is a fully qualified Financial Adviser (DipPFS) aiming to slowly complete further examinations to reach chartered status.
He provides administration support including documentation analysis, data entry, file maintenance and client history consolidation. He also carries out a research and development role for the Financial Adviser side of the organisation, improving current reporting processes and redesigning our client structures and documentation.
What I love doing in life
Outside of work, Matthew’s very interested in technology, gadgets and all things cutting edge. He’s also a big fan of the fantasy writer Patrick Rothfuss.