Matthew joined Wren Sterling in March 2021 and has over 25 years’ experience in financial services, the majority of which has been spent working for Private Investment Banks and Wealth Management firms.
He has spent the majority of his career within the high net worth and wealth management arena, advising both personal and corporate clients on pension planning, investments, inheritance tax planning, trusts, long-term care, and other specialist areas of their finances.
He provides bespoke face-to-face financial advice on a wide range of financial planning matters with clients and their families, tailoring a clear financial plan to meet their individual goals. Client needs are reviewed and updated regularly, ensuring their goals and aspirations remain on track and are achievable.
Outside of work, Matthew enjoys spending time with his family and has a keen interest in country pursuits, working closely with the local community.