Matthew joined Liberty Partnership in October 2017. Since joining our team he has developed from a Trainee Paraplanner to a fully fledged Financial Planner, after he earned his Diploma in Regulated Financial Planning in May 2019.
Matthew is able to assist clients in all aspects of financial planning, from Pensions and Investments through to Protection and Estate Planning. He understands and appreciates the importance of developing a strong and trusting relationship with clients. Matthew truly believes the best part of the job is to be able to help and support clients, both new and existing, through the sometimes challenging environment of personal finance.
Matthew is ambitious, he is studying advanced qualifications, having passed two already, with the aim of becoming the newest Chartered Financial Planner within the business.
Born and bred in The Deepings, Matthew is passionate about the local area and enjoys being able to feel part of the community. He lives in Market Deeping with his fiancée, Abi and their Beagle, Albie.
In his spare time, he enjoys going for long walks with Abi & Albie and spending time with his other loves – Leyton Orient Football Club and Saracens Rugby Club. Watching both teams is a hobby he enjoys with his twin brother, James.
Contact Matthew on email@example.com