Matt has a long career in the financial services industry spanning nearly 30 years, building and nurturing long lasting relationships and helping clients to save tax, protect their wealth, grow it and enable them to pass it on to their heirs.
Matt is a Chartered Financial Planner and a Chartered Insurance Institute designated ‘Pension Transfer Specialist’ as a result of meeting the Gold standard requirements. He has also acheived advanced qualifications in pensions, tax, trusts and investment planning.
Matt is the Carlisle Chartered Insurance Institute Education Secretary and co-ordinates national examinations every six months.
Away from work, Matt's life revolves around his family and has been married to Jean for over 20 years and has three daughters and a grandaughter; Jemima. He spends what little spare time he has working on his home and garden.