Matthew is a Chartered Financial Planner and a member of the Personal Finance Society, the UK’s professional body for financial advisers. This represents his commitment to high standards in knowledge, professional development and ethical behaviour.
Matthew joined us in March 2016 and has over 20 years experience within the financial services industry, working for both product providers and adviser firms. Matthew deals with a broad range of clients, with a focus on later life planning, this being on and at retirement. Matthew is also one of our long term care specialists and is SOLLA accredited which further demonstrates his commitment to this market.
Matthew lives in South Croydon and enjoys spending time with his two children and spends most of his time running them around! He enjoys watching football and is a season ticket holder at Crystal Palace. He can also be seen fairly regularly running the pavements of South Croydon!
To read Matthew’s written pieces online, click here.
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
All Rights Reserved © 2021 · Wingate Wealth Management Limited · Website by e-innovate