How I help your business

Matthew is currently training to become a certified Financial Adviser while providing ongoing documentation and technical support.

He works alongside our other Financial Adviser to help provide support around financial planning, tax planning and personal wealth management.

My experience and specialisms

Matthew is currently undertaking his IFA LLP.examinations.

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.

Connect with me