Matt Smith

Matt joined Saunderson House in 2019, after working for another Wealth Management firm for a few years, and is a Chartered Financial Planner with a First-class degree in Economics and Finance.

He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning.

Outside of work, Matt is a keen American Football player for as long as his body allows, and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.