I have been a financial adviser for twenty years. I have experience in all aspects of individual and corporate financial planning. I also do a lot of work with offshore clients.
My specialist area is pensions, retirement planning, and arranging retirement income solutions. Pensions can be complicated. I like to get clients to tell me about what they want their retirement to look like, what they want to do in retirement, and then I help make sure their pensions are on track to achieve their goals.
I love the outdoor lifestyle and feel most at home on the beach. I enjoy surfing, dirtbike riding, cycling, training, and football. If I’m not pursuing one of these hobbies, you’ll find me playing with my kids.
I love: Padel (look it up, great sport), reading, music, lazy days.
I loathe: Public speaking, small talk, automated help lines
The important stuff
Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. You can view Matthew’s entry on the FCA register here.