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Matthew is a Chartered Financial Planner actively involved in helping individual clients achieve their financial goals, providing tailored advice to secure their financial future while maintaining a hands-on approach to client service.
Born and raised in Edinburgh, Matthew moved to Aberdeen for university and on successful completion of his studies, returned to Edinburgh to pursue a career in financial services.
Matthew completed his Diploma in Financial Planning in 2016 before achieving Chartered status in 2019. Matthew has expertise across Pension and Investment Planning, Inheritance Tax strategies, and Long-Term Care Planning.
Outside of work, he enjoys spending time with his wife and 2 sons, as well as running and the occasional round of golf.