Matthew became an Independent Financial Advisor (IFA) in 2004 and joined the firm in 2012. Matthew is a father of 3 and finds little time for anything else but enjoys it thoroughly. When time allows, Matthew loves to play tennis for his local team and admits to being a bit of a foody.
Matthew also works at the Shaftesbury office for Financial Fridays.
- QCF level 4 diploma in Financial Planning, Long-term care planning & Equity Release Qualification
When I first met with Matt he took time to properly understand my financial requirements. He then put together an investment package tailored to my needs. I appreciate the fact that Matt regularly reviews my portfolio and I trust his judgement when he recommends any changes. These recommendations are always clearly explained with different options given. To date my investments are showing a very healthy return. What could they have done better? No suggestions more than happy with the way Matt conducts his business. Mrs Lewis
Matt is friendly, professional, and explains all the options clearly. He is always available to answer questions and I have never felt under pressure. I am reassured that my finances are being taken care of by someone I trust. Mrs Slater
Matthew takes his time to listen to your needs and asks all the right questions. He speaks in a language that I understand in a subject that can sometimes be confusing. I feel I can totally trust his advice & that he has my best interests at heart. What could they have done better? I can’t think of one thing that Matthew could have done better. He has a vast financial knowledge. Mrs Cox
Area of Work