Matt’s focus has always been on the client-facing side of the role and it is speaking to and meeting with clients that he most enjoys. Matt specialises in helping clients to put their wealth into context, plan their futures and enjoy their wealth to the fullest. This will usually help answer questions such as; when can I afford to retire, how much do I need to have saved to do so, how much can I afford to spend each year and can I afford to make gifts to my children.
Ensuring clients build their wealth in the most tax-efficient way, in the most appropriate products and with the appropriate investment strategy are key to the role. Given how busy most clients are, Matt’s focus is on ensuring they receive clear, concise advice and on providing a proactive service.
In his spare time Matt is a keen golfer, enjoys travel and is an ever-optimistic Spurs fan.