As a Chartered Paraplanner at First Wealth, Matt plays a vital role in delivering bespoke financial planning to our clients. Combining deep technical expertise with a genuine passion for helping people build the future they want.
Matt joined First Wealth four years ago as a Client Relationship Manager and has since progressed through the business, earning his Chartered Qualifications from the Personal Finance Society along the way.
Matt’s career in financial services began at Quilter. Before that, he built a strong analytical foundation through a background in accounting, where he held a number of varied roles at the University of Oxford, before making the move to London in 2022.
Although Matt loves getting lost in a spreadsheet, what he truly values about his role is getting to know clients. Supporting them through exciting life milestones with genuine curiosity and care.
It’s this deeply human side of financial planning that drives him, and he finds it the most rewarding aspects of his job.
Cashflow planning
Turning your financial future into an easy understand visual. Helping you make big decisions with clarity and confidence.
Retirement planning
Helping guide you from your working life, into your own renaissance.
Tax efficient investing
Ensuring we make the most of your available allowances and maximise your options when you come to draw on your investments.
Strong technical knowledge
I love coming across and solving new situations. Things that you don’t learn in the textbooks.
What is your favourite holiday destination?
The Philippines
Your superpower?
I’ve been described as ‘Unflappable’
What is your one wish for the world?
More empathy
What is the best thing about working in a B Corp Business?
Working for a business that cares about their overall impact. Not just what the balance sheet says
Surprise us, what is something we don't know about you?
I used to skateboard to work. Might bring it back in the summer
