With over 20 years’ industry experience, Matthew has worked as an International Financial Adviser in Spain since 2018 and focuses on providing investment and pension solutions for clients across the EU. Prior to moving to Spain, Matthew worked for a number of international banks based in the City of London, including HSBC, RBS and Santander.
From his experience and qualifications, Matthew has developed an in-depth knowledge of the tax and legal frameworks across various EU countries which, via Blacktower’s EU and International offices, helps him find tax-efficient and regulated solutions designed specifically for internationally mobile clients.
Areas of Expertise
- Retirement Planning
- Portfolio and Wealth Management
- Estate and Inheritance Tax Planning
- International SIPP and QROPS
- Tax Compliant Portfolio Bonds
- EU based Investment Platforms
Qualifications/Accreditations
- DipFA Level 4 UK Regulation
- QFA
- BSc (Hons)
Memberships
- Associated member of the Chartered Institute of Securities and Investment (ACSI), membership number 344733