Matthew has worked in Financial Services for over 14 years, both in the retail sector and more recently in private banking. Experience in the investment arm of the business prompted Matthew to change paths and start a career in financial advice, taking his exams in his stride.
Matthew loves getting granular when it comes to finances, and clients appreciate his thorough approach to reviews.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
You can see the qualifications Matthew holds by clicking the button below.
Financial Services, Regulation and Ethics (R01)Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
Investment Principles (R02)Assesses a knowledge and understanding of investment products and the application of the investment advice process.
Personal Taxation (R03)Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
Pensions and Retirement Planning (R04)Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Financial Protection (R05)Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
Financial Planning Practice (R06)Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.
Diploma in Regulated Financial Planning – DipPFSThe Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
What matters most
What matters most to Matthew about working for Hartsfield?
Believe it or not, I first encountered Hartsfield as a client. After reviewing my own pension, I got in touch with the team for expert advice.From the very beginning, I was inspired by the genuine interest they took in me as a client.
The whole team have been incredibly supportive in getting me on board. It’s clear that everyone at Hartsfield is entirely focused on clients’ needs and has their best interests at heart.
Key to this of course, is a happy and motivated workforce. And I consider myself incredibly fortunate to be joining such a team.
What matters most to Matthew about his specific role?
I love being able to have a positive and meaningful impact on my clients’ lives. Using my analytical skills to help clients navigate their most important financial needs is particularly satisfying.
My passion is for future-proofing finances for generations. Helping people to see how decisions made today can drastically change their future, is really fulfilling. I feel like I am making a real difference to people’s lives.
What matters most to Matthew outside of work?
My family are the centre of everything I do. I have 2 beautiful daughters, Florence and Willow, who are growing up far too quickly. My wife and I enjoy as much time outdoors with them as possible, with National Trust days out and trips to the coast. Weymouth is a favourite of ours.
I try to keep fit with running and cycling, and I like to raise money for various charities through events such as half marathons and distance swimming.
In my downtime, I enjoy watching Formula 1 and have managed to get my eldest daughter into it too! I’m also partial to landscape gardening and DIY and take real pride in my garden and my home.
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.