Matt joined the team in January 2010, as a consultant from Smith & Pinching, where he had worked for several years. He holds the CII Diploma in Financial Planning and is currently studying towards the Investment Management Certificate (IMC) and the CII Advanced Diploma in Financial Planning, having already passed 2 advanced level exams.
Matt has previously had roles with Smith & Pinching as an adviser, and started off his career in financial services with Friends Provident. He is a member of the Personal Finance Society and holds a Diploma of Higher Education in Mathematics.
It is Matt's responsibility to take on all new clients to RJL, so if you would like to have a chat to him please do not hesitate to contact us on 01603 499 599, or alternatively email him directly on email@example.com and take advantage of our free initial consultation.