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Matt Wiltshire BSc DipPFS Cert CII (MP)

Managing Director | Independent Financial Adviser

Matt is Niche's Managing Director, 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 is currently working towards achieving Chartered Status.

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.

Qualifications

Diploma in Regulated Financial Planning

Pension Transfer Specialist

Tax Planning Specialist

BSc in Forensic Science

Certificate in Mortgage Advice

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

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