Matt is a Protection Adviser here at Pocock Rutherford and Company Limited and is currently training to be a Financial Adviser. He is a member of the Chartered Insurance Institute and is working towards obtaining a diploma in Regulated Financial Planning.
Although Matt is a newcomer to the industry, his background as a student of economics has helped to kickstart his career. Seeing first-hand the impact of global-macro driven events and their impact on portfolios along with the behavioural dynamics within our relationships with money and attitudes reinforced the importance of good financial planning.
Matt says “It’s vital to try and plan for unexpected major life events, whilst simultaneously focussing on long-term wealth creation. By forging bona fide client relationships based on trust, clear communication, and integrity I feel I can help my clients strike the right balance to help them prosper now and in the future.”
When Matt isn’t working you’ll find him walking his dog, golfing or indulging in his classic car hobby.