Matthew has been at the company since 2010 and is a Chartered Member of the Chartered Institute of Securities & Investments (CISI).
He holds several investment and wealth management qualifications including the CISI Masters in Wealth Management, the highest qualification available to wealth managers. Citywire also named Matthew as one of their Top 30 Under 30 wealth managers in the industry in 2015.
Matthew brings high-level client services experience and investment expertise to his role as an investment adviser. Matthew is jointly responsible for analysing and working closely with our in-house research team on the UK Equity sector.
- CISI Masters in Wealth Management
- CISI Investment Advice Diploma (IAD)
- CISI Private Client Investment Advice & Management Certificate (PCIAM)
- Chartered Member of CISI
- Chartered Wealth Manager