- Craft beer
- Being late
- Rude people
What is a Secure Portal?
Matt has been in financial services his entire working life, starting out in a high street bank before moving into pensions and wider financial advice. He specialises in working with pension schemes, particularly quirky old schemes that can be difficult to understand and is passionate about delivering proper financial planning that helps clients map out their future goals – and achieve them.
In 2021 Matt embarked on the rigorous process of achieving Certified Financial Planner status, which is the globally recognised gold standard for financial planning qualifications.
Matt is married to Victoria, and they have a daughter Joni, a rescue greyhound called Jessie and a cat named Jarvis. Outside of work, Matt’s main hobby is cricket; he’s the Chairman and Treasurer of Saintfield Cricket Club and an active player.
How can we help you?
Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.