Matthew Liver

Chartered Financial Planner
Leeds
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Matt is a Chartered Financial Planner, based in Leeds, who joined Progeny in 2021. He graduated with a first-class degree in Biology from the University of Leeds in 2017 and has worked in the financial services profession since then.

Matt provides expert advice on a range of areas including pensions, investments, tax planning and inheritance tax planning, helping clients to achieve their goals. Part of his role includes answering clients’ big financial questions, using specialist cash flow modelling software, such as ‘when can I afford to retire?’ and ‘can I help my children to buy a property?’.

Outside of work, Matt enjoys watching a variety of sport, keeping active and travelling abroad, with highlights including visiting Vietnam and the Philippines.

 

Insights from Matthew

Critical Illness cover
Financial planning
Do I need critical illness and income protection cover?
Pick up where you left off You've read this article
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By Matthew Liver
16th April 2024
Saving money for a child or grandchild
Financial planning
The best ways to save your money for a child or grandchild
Pick up where you left off You've read this article
Matthew-Liver-1
By Matthew Liver
31st May 2022

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