“I believe in providing a first-class service to clients, developing long-lasting relationships through honest, specialist advice which manages client’s wealth effectively and allows them to reach their financial objectives”
- Locations
- London, City
- Phone number
- 020 3201 3965
Matt is an experienced Chartered Wealth Manager with a focus on advising high net worth individuals and their families on their financial circumstances, helping them navigate various life events to reach their financial goals and objectives. This involves the management of Discretionary Investment Portfolios along with the use of specialist Wealth Planners to advise on inheritance tax planning, cash flow forecasting and tax efficient wrappers including offshore bonds, pensions and trusts. He works closely with clients’ other professional advisors such as accountants, solicitors and tax advisors, providing a high level of service and ensuring a collaborative approach to clients who have more complicated needs.
Matt puts a strong emphasis on getting to know his client’s circumstances as well as their goals, objectives and aspirations. He prides himself on the trust that his clients put in him to advise on and manage their wealth, with close relationships that have lasted many years.
Prior to joining RBC Brewin Dolphin in February 2024, Matt was a Client Advisor at Brown Shipley Private Bank where he began his career within Wealth Management in 2014. He is a Chartered Fellow of the Chartered Institute for Securities & Investments and holds a Diploma in Wealth Management, Diploma in Investment Advice and the Level 4 Certificate in Paraplanning.