Matt is a Chartered Financial Planner, having risen from the ranks of paraplanner - the position he took when he joined the company in June 2009. Since then, he has helped guide Niche to where it is today and plays a leading role in the advice process.
Matt is a Pension Transfer Specialist and Tax Planning Specialist and boasts a superior knowledge of all aspects of finance. He possesses a number of key qualifications within the profession and has recently achieved Chartered Status (click here to learn more).
As a pension specialist with expertise in all types of pension rules, Matt's passion is for helping clients make the most of their pensions and investments, so they can get the most from their retirement. He even provides advice to other financial advisers for the benefit of their clients, including expert witness services.
Matt offers an analytical approach to his work and professional development, operating with a confident and polite demeanour at all times.
Outside of work, there's nothing more he enjoys than spending time with his family. Married to Kate, he is the proud father to Rosie and Paige.
Chartered Financial Planner
Advanced Diploma in Regulated Financial Planning
Pension Transfer Specialist
Tax Planning Specialist
BSc in Forensic Science
Certificate in Mortgage Advice
AF1 - Personal tax and trust planning
AF3 - Pension Planning
AF5 - Financial Planning Process
AF6 - Senior Management and Supervision
CF1 - UK Financial Services, Regulation & Ethics
CF2 - Investment & Risk
CF3 - Financial Protection
CF4 - Retirement Planning
CF6 - Mortgage Advice
R01 - Financial Services, Regulations & Ethics
R02 - Investment Principles & Risk
R03 - Personal Taxation
R04 - Pensions and Retirement Planning
R06 - Financial Planning Practice
R08 - Pensions update
Top 35 Next Generation Adviser 2018
Top 35 Next Generation Adviser 2017
Top 35 Next Generation Adviser 2016