Matt Heath Email & Phone Number

Thank you for viewing my profile.I am conscious that even for the experienced investor financial planning can prove daunting and complex. My aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standards.Therefore my aim is to build long term relationships with clients and meet their ever changing financial needs throughout their life stages.This includes areas such as:> Helping clients mitigate their tax liabilities> Managing investments in line with client expectations> Cutting through financial jargonI understand that financial needs change and therefore I will always communicate to my customers in a way that is clear, fair and not misleading as I believe it is essential to have an agreed contract strategy to allow my clients to discuss any change in circumstances of future aspirations on a regular basis.My clients include:> Entrepreneurs > High-net-worth and high profile individuals> Individuals who don’t have the time to spend monitoring their investments and pensions> Individuals who want to forward plan and mitigate their tax liabilitiesI have worked in the financial services industry since 1996 and during that time obtained the Financial Planning Certificate, followed by the Diploma in Financial Planning and then the Advanced Diploma in Financial Planning. I hold the Chartered Financial Planner designation and am a Fellow of the Personal Finance Society (PFS), which shows I have reached the pinnacle of my industry.I am always looking to connect and build relationships with new clients and industry professionals so please feel free to connect with me. If you would like an introduction to any of my connections, please let me know and I will be happy to help.Outside of work I enjoy spending time with my family and am a keen sports fan.

Listed skills include Retirement Planning, Pensions, Investments, Financial Advisory, and 23 others.

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  Chartered Financial Planner

  Unique Financial Planning

  Apr 2010 - Present