Matthew joined Vision following a long and successful career working for high street banks
Matthew previously worked with Roger and Helen Edwards at Barclays Bank plc before moving on to Bank of Scotland Investment Services.
He specialises in high net worth retail and corporate clients, priding himself on his extensive technical knowledge. Matthew has already achieved the higher Diploma level of qualification, which all independent advisers need to achieve by 2012 under proposed FSA recommendations.
Matthew can be contacted on 07894 576891
‘Since meeting Matthew when we were introduced at a Bank of Scotland seminar on Inheritance Tax etc, he has been more than helpful in advising us about our finances. Apart from his expertise in this area, he is also a very genuine and honest person and a pleasure to talk to.’
‘Our adviser speaks to us in an understandable and comprehensive manner, making everything clear. He is always happy to discuss any issues – large or small.’
‘A very good start during 2017, I will be looking to build on that relationship through 2018 and beyond.’
‘Matthew always provides an excellent service in looking after my financial planning requirements. He always makes sure to explain things carefully and in a way that I can understand. I feel that I can ask as many questions and queries (sometimes several times over!) as I need with never any problem.’