Branch Manager & Senior Advisor, Houston
Branch Manager Houston
Matthew read Law at the University of Leeds before moving into the financial services industry. He has over 15 years of experience in the Middle East, London, Asia, and the USA. He has completed a few qualifications, including the DIP PFS – CII Level 4 Diploma in Regulated Financial Planning and Series 65.
He is passionate about helping his clients with their long-term retirement goals whilst navigating the minefield of having investments on two continents. Some of his key strengths include helping to advise on UK private and employee pensions and helping people discover and understand their alternative options now that they reside outside of the UK. He also specializes in creating pension structures and Lifetime Allowance planning.
When he’s away from the office. Matt likes to challenge himself by running marathons regularly and enjoys golf.
Matthew has the following Licences & Designations:
- Series 65 – Uniform Investment Advisor Law Examination
- DIP PFS – CII Level 4 Diploma in Regulated Financial Planning
- Cert SCI – M5, M8 and M9 Singapore College of Insurance
- Certificate in Long Term Care Planning
- 15+ Years Experience
- DIP PFS – CII Level 4 Diploma
- Marathon Runner