Director - Wealth Planning
Matthew is a Director within the Wealth Planning Division advising a broad spectrum of UK based private clients but with a particular focus on mid to late career Professionals and Board Directors. He has circa 20 years’ experience within professional, fee-based Wealth Planning firms. Whilst Matthew is able to cover the full spectrum of financial planning needs, he is a specialist in complex pension planning and the use of modelling to help clients visualise their finances and the effects of key decisions.
Prior to joining the Group, Matthew spent 12 years working for the Wealth Planning team at accountants BDO LLP which was sold, via a private equity buy-out, to Thomas Miller & Co a 140 year-old city institution.