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Matthew at Work
Matthew works with Berkshire Financial Planning and the team to assist in shaping and executing the advice they provided. His role includes drafting suitability reports, reviewing current pensions and investments, and ensuring the documentation and advice align with the high standards set by St. James’s Place.
While he does not provide financial advice, his expertise spans areas such as inheritance tax, investments, pensions, protection, and elements of taxation.
Matthew holds a Chartered Insurance Institute Level 4 diploma in financial advice and a STEP Certificate in Financial Services, Trusts, and Estate Planning.
Matthew also provides support to other members of the St. James’s Place Partnership.
Matthew at Home
Matthew enjoys spending quality time with his two young children when he’s not working and is passionate about participating in marathons and ultra-marathon events.
VouchedFor is an independent service which allows individuals to review their financial advisers. Berkshire Financial Planning have been highly recommended by the people we work with. These reviews have been gathered and displayed directly through VouchedFor and therefore have not been verified by SJP.
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