Matt joined Progeny in April 2019, having previously worked at Juno Wealth Management, which was acquired by Progeny.
Matt is a Chartered Financial Planner who is passionate about providing bespoke holistic advice, helping clients to plan for the future with clarity and confidence. He advises on all aspects of personal finance including retirement planning, investment strategies, estate planning, protection and savings. He predominantly looks after clients in London and the Southeast.
Matt is a strong advocate for cashflow modelling and has been using this live with clients for many years, helping to answer their most important questions such as:
‘When can I afford to retire?’‘Can I sustain my current standard of living for the rest of my days?’‘Will my family be OK, no matter what?’
Matt lives in South London with his partner and outside of work is a keen gym-goer, golfer and occasional runner.
