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Matt Wiltshire BSc. APFS, Cert CII (MP)

Managing Director | Chartered Financial Planner

Matt is Niche's Managing Director, having joined the company in June 2009 as a Paraplanner. Since then, he has helped guide Niche to where it is today and plays a leading role in the advice process. He led the employee ownership purchase of Niche in May 2019 becoming Niche’s Managing Director and seeing the firm pass into our staffs hands.

Matt developed a keen interest in Retirement Planning, specifically business exits, providing a wealth of knowledge in the analysis and management of all investment types. He liaises with a number of other professional services firms on behalf of Niche, presenting specialist financial advice and tax planning opportunities to their clients.

Matt's passionate about Ethical Investing and created the Niche Ethical Brand that is able to produce a full investment strategy using only Ethical "building blocks". This trading style helps both individuals and charities to invest their funds compassionately, making a positive impact on the world around us.

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 achieved Chartered Status (click here to learn more).

Matt offers an analytical approach to his work and professional development, operating with a confident and polite demeanour at all times.

Matt also helped and continues to develop CashCalc, a suite of financial planning tools for Financial Advisers which is now the foremost provider of Cashflow modelling in the finance industry proudly forming part of the FEFundInfo Advice Hub.

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

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

Awards

IFA / Wealth Manager of the Year 2020 - Finance Awards Wales

Young Achiever of the Year Award 2020 - Cardiff Chartered Institute of Insurance

Top 35 Next Generation Adviser 2018

Top 35 Next Generation Adviser 2017

Top 35 Next Generation Adviser 2016

Chartered Financial Planners
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