“This job is not just looking after clients’ money; it is gaining their trust through good times and bad. It is about always being there for them and their families.”
Matthew joined our Ipswich office in 2012 and is responsible for the management of private clients’ portfolios, trusts, small, self-administered schemes, and self-invested pension funds. He also works with Independent Financial Advisers, helping manage the investment needs of their clients.
He is particularly proud of the reputation he has built during his career managing pensions. Another area of strength is in managing client relationships to ensure that he meets their needs. This includes working closely with other members of the team, such as Financial Planners, if more specialised help is needed.
Matthew began his financial services career at Lloyds Private Banking in Mayfair in 1993 before moving to Barclays Wealth in London as an investment manager in 1996. He joined RBC Brewin Dolphin in 2012 and helped establish and grow the Ipswich office. He is a Chartered Wealth Manager.