Since leaving University, Matt moved straight into Financial Services where he now provides bespoke financial planning, covering a range of services including retirement planning and investment planning, alongside both personal and business protection.

The key driver in his approach to financial planning is developing a strong and trusted relationship with the client, enabling him to tailor the advice specifically to their current and ongoing circumstances, to put them in the best financial position moving forward. To ensure this, he meets with clients face-to-face and follows this up with regular reviews. This enables him to keep clients up to date with everchanging regulations and market conditions, and allows him the opportunity to provide his clients with financial planning which is both effective and tax efficient based upon their personal requirements.

Matt grows his business primarily through personal recommendations from existing clients and believes this can only be achieved by providing the best service to every client he works with. Acting with integrity and honesty are the most important values in realising this and it gives him great satisfaction providing clients and their families with the peace of mind that their finances are being looked after professionally and with their best interests in mind.