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 which has included providing expert witness services. Matt is also a pension specialist and enjoys helping clients get the most from their pensions and investments so they can enjoy their retirement.
Matt has a friendly and professional approach when advising clients and is currently working towards achieving Chartered status having already qualified as a Pension Transfer Specialist.
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.
Matt’s other passions are skiing and supporting the Cardiff Devils Ice Hockey team. He is married to Claire and has two children.
Diploma in Regulated Financial Planning
Pension Transfer Specialist
CBI Diploma in Professional Financial Advice
Certificate in Mortgage Advice & Practice
BA (Hons) Sport & HMS
AF7 - Pension Transfers
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