Matt Porter

I am an Independent financial planner and founded Parkworth in 2017. Parkworth is a family run business and I manage it in tandem with my son, James. (James is on course by 2023 to become one of the youngest people in the UK ever to be awarded Charted status, as you can imagine, I am beyond proud) Having worked within the Financial Services industry from 1992, within both advisory, compliance, senior management, and training roles, I branched out on my own to create a business that placed the client at the centre of our everything we do. In our opinion It is imperative that an adviser truly listens to what the client is trying to achieve, and if the client doesn’t quite know what that is, then helping them discover it. That in short is our true passion. You will find us rich in empathy, and that we will take the time to truly know and understand you. Almost all the clients we are fortunate to advise came to us thinking products such as Pensions and ISA’s, Unit Trusts to Inheritance Tax mitigating products were the important issue and what we like to demonstrate is that they aren’t. Our industry is full of jargon and bright banners, advocating unrealistic illusions, that are designed to baffle the client. The starting point is and should always be about what are the client’s key objectives and their end goal. To us products are very much of a secondary nature and when we enlist them to help a client, they have to be simple, realistic, and cost effective. The types of clients we can really add value to are those looking to retire, those building up funds for retirement, those looking to invest, Small to Medium size businesses owners looking to maximise tax efficient strategies and those looking at inheritance tax planning. Cashflow modelling is used in all the above and is an area in which we excel. Our client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. We are also privileged to manage across entire families, who have entrusted us to manage their “family” wealth. My spare time tends to revolve around my family, walking in Ashdown Forest and frequenting the gym as often as time allows.