Get to know Matt
Matt is a seasoned financial planner with over 27 years’ experience in wealth management, financial planning, and investment strategies. He holds a Bachelor of Arts degree in Business Studies (Marketing) and has the rare distinction of holding three leading financial adviser qualifications: Chartered Financial Planner, Chartered Wealth Manager, and Certified Financial Planner (CFP). He has also been recognised with industry awards, including Inheritance Tax Planner of the Year and Runner-up for Cautious Investment Planner of the Year at the Money Management Financial Planner Awards 2011.
Matt looks after over 150 affluent individuals and families and is passionate about helping them achieve their life and financial goals through a highly personalised and comprehensive investment, tax, and estate planning service tailored to their unique needs. His dedication and ability to simplify complex financial concepts have earned him a reputation as a highly trusted planner and the first port of call for clients’ financial decisions.
Outside of work, Matt enjoys playing tennis and keeping fit, and is preparing to welcome a new baby in May 2025.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
Hawksmoor
Chartered Financial Planner
Certified Financial Planner
Chartered Wealth Manager
Qualifications