Areas of expertise
Retirement planning, tax-efficient investments, Inheritance tax (IHT) mitigation, investment and protection; later life planning
Matthew has been advising a wide range of individuals on all aspects of financial planning with a focus on long-term retirement and income planning, both for those approaching retirement and those wishing to take action to plan for the future.
He also advises on inheritance tax mitigation through trust based, business property, or alternative solutions
Notable client work and achievements
- A wealth of experience with high earners and inter-generational financial planning
- Chartered Financial Planner
- Fellow of Personal Finance Society