Get to know Matthew
Matthew works as a financial planner and has been with Argentis since September 2020. After studying law at university, he spent 14 years as a police officer, leaving the force as a detective sergeant in 2017. He now holds the Diploma in Regulated Financial Planning and is committed to pursuing Chartered status.
His goal is to help clients achieve their life objectives by giving them confidence that their finances are aligned with the lifestyle they want to lead. By taking the time to understand what matters most to them, Matthew helps clients plan the route towards their goals, whether that’s maintaining a secure retirement income or planning a dream holiday.
Outside of work, Matthew is married and has two daughters. He enjoys most adventure sports and is always willing to try something new. He runs Parkrun most Saturdays, volunteers at a local roller-skating club, and regularly goes to the gym.
In the spotlight
What about your job is rewarding/what do you enjoy in your job?
I like the fact that my work is forward-looking, aspirational, and helps clients make their dreams and objectives a reality. I love meeting clients and building an understanding of their goals and objectives so that I can tailor advice to their circumstances. Maintaining an ongoing relationship and seeing clients meet their objectives is also very rewarding.
What do you think best describes the types of clients you advise?
I advise clients in various situations, but often it is clients looking towards retirement and making sure their pensions are in the right place and sufficient to enable them to retire at their desired age. My clients have a desire to prepare for their future and usually have a clear picture of when they want to retire. In retirement, my clients want to maintain a comfortable standard of living so they can enjoy their time after work, and this means having the funds in place to provide a good level of income.
What do you enjoy doing during your annual leave?
Annual leave is a chance to recharge, whether that’s the odd day here and there or a family holiday. I do enjoy a nice trip to the sun and getting away from the usual jobs around the house.
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Member of Personal Finance Society
Membership of the Personal Finance Society (PFS) reflects a commitment to professional standards, ethical conduct, and ongoing development – supporting the delivery of high-quality financial advice.
Qualifications
CF8 Later Life Planning
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products, and the giving of long-term care insurance advice.
