Matt joined the Niche team in June 2009 after successfully completing a degree in Forensic Science from The University of the West of England. Matt is currently working towards The Certificate in Financial Planning with a view to completing the new Diploma in Regulated Financial Planning before 2012.
Having worked as a Paraplanner for a number of years, Matt has also now progressed to the advice giving process, offering advice in mortgage and insurance products. Matt has developed a keen interest in Retirement Planning, specifically Occupational Pension Schemes and the Annuity market, providing a wealth of knowledge in the analysis and transfer of all pension types. Matt liaises with a number of other financial firms on behalf of Niche, presenting specialist pension advice and facilitating the transfer of Occupational Pension Schemes on their behalf.
Matt offers an analytical approach to his work and professional development and firmly believes in a "hands on" approach to financial advice, operating with a confident and polite demeanour at all times.
B.Sc in Forensic Science
Certificate in Mortgage Advice
CF1 - UK financial services, regulation and ethics
CF2 - Investment & Risk
CF3 - Financial Protection
CF4 - Retirement Planning
CF6 - Mortgage Advice