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Matt Millard DipPFS Cert CII (MP)

Independent Financial Adviser

Matt has worked in financial services since leaving university in 1997. After starting his career as a Financial Adviser (and eventually running his own practice), Matt left the industry in 2010 to specialise in advanced tax solutions.  He returned to financial planning in 2017 by joining Niche and brings with him a wealth of experience in taxation and advising high net worth clients and company directors. 

Since joining Niche, Matt has concentrated on advice that compliments the Legal and Accounting professions taking a keen interest in the areas of divorce, business sales and estate preservation.

Matt has a friendly and professional approach when advising clients and is currently working towards achieving Chartered status.

Outside of work Matt is a keen golfer and one of the founding Directors of Boardroom Golf; a business that provides company directors and business owners with networking opportunities whilst playing golf on the best local courses.

Matt’s other passions are skiing and supporting the Cardiff Devils Ice Hockey team. He is married to Claire and has two children.

Qualifications

Diploma in Regulated Financial Planning

CIOB Diploma in Professional Financial Advice

Certificate in Mortgage Advice

BA (Hons) Sport & HMS

R01 – Financial Services, Regulations & Ethics

R02 – Investment Principles & Risk

R03 – Personal Taxation

R04 – Pensions & Retirement Planning

R05 – Financial Protection

R06 – Financial Planning Process

CF6 – Mortgage Advice

FP1 – Financial Planning Certificate 1

FP2 – Financial Planning Certificate 2

FP3 – Financial Planning Certificate 3

Chartered Financial Planners
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