Matthew holds the Diploma in Financial Advice from the London Institute of Banking and Finance and is a member of the Institute of Financial Services.
Matthew joined the financial services industry in 1996, becoming an independent financial adviser in 1997. In 2002, Matthew was a founding director of Throgmorton and became Managing Director in 2005. He splits his time between managing the Company and advising clients.
As Managing Director, Matthew supervises the day to day operations of the Company, provides oversight to the Compliance Department and is a member of the Investment Committee.
When advising clients, Matthew specialises in investment management and tax mitigation, especially in the areas of InheritanceTax and trust planning and has been published several times in the national press, writing articles about these subjects. Many of Matthew’s clients are retired or close to retirement and he provides a professional, long-term service based upon their individual needs, circumstances and objectives. Matthew also advises corporate clients especially in the maritime industry, about employee benefits and workplace pensions.
Matthew is married and away from work enjoys golf, skiing, clay pigeon shooting, walking, reading, travel and wine.