Braintree
Matthew joined Perspective (East Anglia) in October 2025.
Matthew has over 20 years’ experience in financial services, including 14 years in banking followed by the last six years working in financial planning. This broad background has given him a strong foundation in both technical knowledge and client-focused advice.
He is currently working towards the CISI Private Client Investment Advice and Management qualification, with the aim of achieving Chartered status in the near future.
In his role, Matthew provides tailored financial planning advice to help clients achieve their long-term goals. This includes assessing their current financial position and developing strategies around investments, retirement planning and tax efficiency, while ensuring plans remain flexible as circumstances change. He places particular importance on building trusted relationships and enjoys combining analytical thinking with practical problem-solving to deliver clear, meaningful outcomes for clients.
Outside of work, Matthew enjoys running and spending quality time with his family. Much of his spare time is devoted to supporting his children and watching them grow and succeed in their extracurricular activities.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
