Matt Greer CFP™

Certified Financial Planner

About Matt

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.

CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB
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