Will Matthewman

Areas of expertise

I specialise in building bespoke investment portfolios for private clients, charities, businesses and trusts, working closely with our financial planners to ensure that the risk and objectives of portfolios meet the needs of our clients.

Experience

I joined the firm in 2021 as an Investment Manager and have 8 years financial services experience. Before my time in the industry, I studied Economics at Exeter University. I sit on the South West Committee of the Chartered Institute of Securities & Investment (CISI) and am the Treasurer of Devon Air Ambulance.

Notable client work and achievements

I work with clients to consider the Environmental, Social & Governance (ESG) implications of the investments they hold and can build portfolios which take these themes into account.

Professional qualifications and memberships

I hold the Chartered Institute for Securities & Investment (CISI) Level 7 Diploma in Wealth Management and am a Chartered Member of the CISI