“My role is about helping and guiding clients and ensuring they enjoy the benefits of their hard work. It is about getting them through often difficult financial situations and ensuring they meet their objectives.”
- Locations
- Nottingham
Matt joined the RBC Brewin Dolphin Nottingham office in 2014 and is a Wealth Manager. He provides advice to private individuals and families on investments, pensions, retirement planning, protection and inheritance tax planning.
He works closely with his clients so that he can create bespoke financial plans for them by fully understanding their individual needs. He often uses cashflow modelling to help project a client’s financial position now and into the future.
Matt began his financial services career at RBC Brewin Dolphin as a Trainee Investment Manager. He became a Paraplanner in 2017, before qualifying as a Financial Planner a few years later. He is a Chartered Financial Planner through the Chartered Insurance Institute and a Chartered Wealth Manager through the Chartered Institute for Securities & Investment.