Matthew works with a range of high-net-worth clients, helping them make intelligent choices with their wealth. For example, he works with professional sportspeople with complex financial needs, helping them achieve clarity and longevity both during and after their career. He manages the affairs of business owners with seven-figure turnovers, and industry professionals who require advice about their own financial wellbeing. He also manages the complex planning involved in helping high-net-worth estates reduce their inheritance tax liability.
Matthew believes that his clients require two things: experience in managing their objectives, and trust. Clients engage with him in order to plan for their future – and the future of their families – by being there every step of the way on their journey around the ‘Wealth Circle’.
A clear brief around needs and objectives, accompanied by unparalleled knowledge and service, ensures that Matthew’s clients know their future is secure and their path to personal wealth is assured.