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Matt has worked closely with clients for over fifteen years helping them to achieve their financial goals. Matt provides advice in a range of areas including investments, retirement, inheritance tax planning and protection.
Matt has vast experience in providing financial solutions for medical professionals, with a focus on the NHS Pension Scheme.
For Practice owners, Matt can help with the following:
- Financing purchases
- Providing an auto-enrollment compliant Employer-Sponsored Pension Scheme for your staff
- Ensuring you have locum cover in place*
- Key person assurance
- Creating a business exit strategy**
Alternatively, Matt could help with the following for you and your family:
- Maximising NHS retirement planning opportunities
- Efficient tax planning
- Maximising investment opportunities
- Protecting your income
In his spare time, Matt likes to keep active. He is a keen skier and enjoys playing golf. Away from sport Matt and his wife love to travel and can often be found at Glastonbury music festivals.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Locum cover may include products and services that are separate and distinct to those offered by St. James’s Place.
**Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.