0121 313 1370
Matt has worked in the financial services industry for over 7 years, and enjoys challenging himself and learning new skills.
He is almost Diploma qualified and would like to become a chartered financial planner within the next few years.
Matt knows the importance of treating clients as individuals and always looks to tailor his work to each clients circumstances.
Outside of work Matt loves health and fitness and particularly enjoys cycling and running.
He is also an avid traveller and has been to Australia and New Zealand as well as an inter rail trip around Europe. Next year he plans to go to Vietnam.
RO1 – Financial services, Regulation and Ethics
RO2 – Investment Principles and Risk.
RO3 – Personal Taxation.
RO4 – Pension and Retirement Planning.
RO5 – Financial Protection.
RO6 – Financial Planning Practice