Matthew Chambers

Areas of expertise

Bespoke family portfolios, pensions,, taxable accounts, ISAs and Offshore structures.
Matthew is also one of the co-fund managers for the Evelyn Active Portfolio funds.

Experience

More than twenty five years looking after families and private client portfolios. He invests across the whole range of their financial structures including taxable portfolios, ISAs, pension accounts and trusts as well as offshore. Wide knowledge of every asset class including alternatives.

Notable client work and achievements

Working with our Tax and Financial planning advisers to guide and help individuals plan for retirement and manage their pensions and other investments.
Building strong and long-term relationships with clients extending across the whole family – parents, their children and their grandchildren.

Professional qualifications and memberships

Fellow of the Chartered Institute for Securities & Investment.