Matthew’s passion is in helping families cut through the complexity that can sometimes surround Estate Planning and providing effective Estate Planning solutions that simplify the estate for loved ones, minimise Inheritance Tax liabilities and protect the family assets for generations to come.
Matthew is one of the most highly regarded Estate & Financial Planning professionals in the UK with over 130 5-star reviews from clients on the Vouched For website. Matthew has an enviable list of qualifications and awards in the Estate & Financial Planning sectors and is regularly featured in the media to talk about estate and financial planning matters.
In addition to his Estate Planning work with clients, Matthew is also a Chartered Financial Planner, a Chartered Wealth Manager and a Certified Financial PlannerTM Professional.