0121 366 8422
Based in Birmingham
View locationChecks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 July 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Matt has provided information on their typical fees
Matt has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Matt
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 11 July 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Matt has provided information on their typical fees
Matt has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Matt
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matt (based on 4 first impressions)
Matt obtained his undergraduate degree in Economics and Finance from the University of South Carolina in the USA. He began his career in wealth management in the USA and later moved to the UK to join Quilter Financial Advisers. Matt is married to Rayssa and they enjoy traveling, music, church work, and spending time with their family and friends. Matt is also a runner and participates in various events such as Hyrox and triathlons.
Offers available through VouchedFor
Contact Matt through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Matt's clients
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