International Financial Adviser
Date of Joining BFMI
Having spent 13 succesful years as an operational fire fighter,Matthew decided that he wanted a fresh challenge that would still enable him to offer a professional service to his clients.
Matthew moved into financial services as a mortgage and protection paraplanner in 2014 for a small firm in the UK. He gained a good insight into the industry whilst there and managed to complete the level 4 diploma in financial advice, as well as the certificate in mortgage advice. This progressed onto a paraplanning role within a directly authorised firm specialising in complex pension and investment planning. Matthew also gained a good product and provider knowledge whilst operating at an advanced level of financial planning. This level of experience led him to a Business Development role within the Netherlands office at Blacktower in which he spent 11 months gaining the experience and compentencies to become an International Financial Adviser.
Areas of Expertise
- Pensions Transfer ( QROPS & SIPP)
- Retirement Planning
- Estate Planning
- Dipfa Level 4 LIBF Diploma (March 2015)
- Cert III (MP)Mortgage Certificate (March 2015)