After leaving home in South London to study Geography at University in Bristol, Matthew started his career with Sun Life Financial of Canada on the graduate financial adviser training programme.
He gained valuable experience and soon established himself as one of the group’s leading young financial advisers. After a few years of gaining all the necessary qualifications, Matthew joined a smaller, IFA practice.
He decided to go it alone, running his own practice, having built up the foundations of his own client bank and professional connections with the support of the Positive Solutions network. He continued to help a diverse range of clients across the South West and London and developed particular expertise in pension advice and investment planning. Following the takeover of the network by Quilter, it was clear they no longer wanted to offer independent advice and wanted advisers to move to a restricted basis.
Matthew has always been fiercely independent and put his clients first. It was therefore time to set up his own Directly Authorised practice. Positive Independent Financial Planning was launched so that Matthew could continue to help people make sense of their finances, without the confusing jargon or eye-watering charges on a fully bespoke, independent basis.
With more than 23 years of experience advising clients and helping people with their finances and still only in his mid-40s, Matthew is a leading and very experienced IFA for his age group in the industry.
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Financial Planning and Lifetime Mortgage Activities
Certificate in Life & Pensions
Award in Long Term Care Insurance
AF3 – Pension Planning
J04 – Pension Funding Options
J05 – Pension Income Options
J06 – Investment Principles, Markets and Environment
R06 – Financial Planning Practice
CF1 – UK financial services, regulation & ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF6 – Certificate in Mortgage Advice
CF7 – Certificate in Financial Planning and Lifetime Mortgage Activities
CF8 – Certificate in Financial Planning and Long-Term Care Insurance
HR1 – Home Reversion Plans
Away from the office, Matthew spends a lot of his time trying to keep his two teenage sons entertained and helping them to develop life skills. He enjoys all sports and considers himself to be very competitive! Matthew still actively plays football and golf at a county level, along with being an FA qualified coach for his son’s local Sunday football team.
As if that wasn’t enough to keep him busy, you’ll also find Matthew doing DIY and gardening around the home, as well as being a fan of art and design, and keeping an eye on the stock markets.
However, when Matthew really wants to relax, he loves to travel and explore new places with his family, but you’ll never catch him laying down on a sun lounger for longer than ten minutes – that’s precious exploring time to him!
Your proudest moment as a financial adviser?
Setting up Positive Independent Financial Planning to deliver independent advice in a helpful and meaningful way; with a focus on adding value to our clients’ lives.
What do you love most about your job?
Getting to really know people and understanding how they got to where they are today, being a trusted adviser and simplifying the complex.