Matt has worked in the financial services for over 31 years. Over the course of his career, he has provided financial advice to clients as well as managing a team of financial advisers, providing development and training to new and experienced advisers, specialising in trusts and inheritance tax planning, joining Armstrong Watson in 2012.
He is a Chartered Financial Planner and Fellow of the Personal Finance Society, the Gold standard of the profession, a Pension Transfer Specialist and Later Life Adviser. He currently looks after a select number of clients for Armstrong Watson, providing specialist advice to those at retirement, and providing succession planning advice to many families, often working with multi-generations who have different needs at various stages of their lives.
With a client rating of 4.8/5 from independent client reviews through VouchedFor, Matt has been featured in the '2020 Guide To The UK’s Top Rated Financial Advisers'.