IAD | ACSI
Matt is a dedicated Concentric Wealth Consultant, offering expert guidance in investment and pension as well as advice, assurance, and sustainable investment consultancy services tailored for private clients, and corporate pension schemes.
With nearly two decades of experience in the financial services industry, Matt’s journey began after earning his BA (Hons) degree in Maritime Management from the University of Southampton. He then furthered his qualifications by obtaining the CISI Diploma in Investment Advice (IAD).
Matt’s professional affiliation is through the Chartered Institute for Securities & Investments as an Associate member (ACSI).
Outside of his career, Matt cherishes family time, cooking and beach walks with his beloved dog.
His comprehensive expertise and dedication make him an integral part of the Concentric team, ensuring tailored financial solutions and exemplary client service.
Concentric Group
3rd Floor
Conway House
St Helier
Jersey
JE2 3NT
Concentric Guernsey
Hadsley House
Lefebvre Street
St Peter Port
Guernsey
GY1 2JP
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Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
Concentric Financial Services (Guernsey) Limited (CFSGL) is licensed and regulated by the Guernsey Financial Services Commission.