Meet Matt

At work

Matt has been providing independent financial advice for 22 years; helping clients to achieve their financial goals through comprehensive pension, investment, protection and mortgage advice.

Matt’s favourite part of his job is meeting with clients. He says it is a privilege to be able to develop integral relationships with clients and their families over many years.

At home

In his spare time, Matt enjoys tennis, running, walking with his dog and eating great food in fabulous company whenever he can. He is married with two children.

Matt also volunteers as a one-to-one reader for a charity called ‘The Reader’. They work with children and adults to bring the simple enjoyment of reading a book to people who can really benefit from it.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Matt’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Matt’s.