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Financial Advisor/Associate - Alexander Beard Wealth LLP
Matthew began his financial services career in 2008 as a Paraplanner, in Johannesburg, South Africa working for Optimate Financial Services.
In 2010 He then moved to Old Mutual Plc as a Business Consultant providing product, legal and technical and marketing support to 20 Independent Financial Advisers. While doing this Matthew studied towards his CFP® and when completed moved into financial planning services.
In 2016 Matthew moved to a boutique asset management company, Warwick Wealth, as a Wealth Planner, and later Wealth Specialist. He specialised in investment planning for high net worth clients, including Tax, Estate, Retirement and Investment Planning.
Matthew and his wife emigrated to the UK in 2017 and he has subsequently completed level 1 of the CFA programme, he has received his Investment Management Certificate from CFA UK, and has been accepted as a Certified Financial Planner (CFP™ MCSI) through the CISI.
Matthew provides advise on Pensions, Investments, Protection and Estate Planning for all levels of business and personal clients.
Matthew is passionate about sports, and enjoys playing golf, cycling, tag-rugby and cricket. When he has a spare moment he and his wife are travelling and exploring Europe.