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Matt Greer, Chartered Financial Planner Email & Phone Number
CERTIFIED FINANCIAL PLANNER™
at
Navigate IFA Ltd
1 work email found
@navigateifa.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER™
Location
Belfast, Northern Ireland, United Kingdom
Company size
Who is Matt Greer, Chartered Financial Planner? Overview
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Quick answer
Matt Greer, Chartered Financial Planner is listed as CERTIFIED FINANCIAL PLANNER™ at Navigate IFA Ltd, a company with 1 employees, based in Belfast, Northern Ireland, United Kingdom. AeroLeads shows a work email signal at navigateifa.com and a matched LinkedIn profile for Matt Greer, Chartered Financial Planner.
Matt Greer, Chartered Financial Planner previously worked as Wealth Analyst/Paraplanner at Grant Thornton Uk Llp and Senior Pensions Administrator at Capita Employee Benefits. Matt Greer, Chartered Financial Planner holds Certified Financial Planner™, Financial Planning And Services, Cfp from The Chartered Institute For Securities & Investment (The Cisi).
Company email context
Email format at Navigate IFA Ltd
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*@navigateifa.com
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AeroLeads found 1 current-domain work email signal for Matt Greer, Chartered Financial Planner. Compare company email patterns before reaching out.
Profile bio
About Matt Greer, Chartered Financial Planner
Hi, I’m Matt.I’m a Certified Financial Planner at Navigate IFA.I have been in financial services my entire working life and started out in a high street bank before moving into pensions and wider financial advice.𝗜𝗻 𝗺𝘆 𝗿𝗼𝗹𝗲, 𝗜 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝗲 𝗶𝗻:• Pension schemes – the quirkier, the better• Helping clients map out and achieve their future goals.• Helping busy young professionals make the most of their business and personal lives𝗪𝗵𝗼 𝗮𝗿𝗲 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝗜𝗙𝗔?At Navigate IFA, we exist to help people realise and achieve the things they want to do, without the worry of money holding them back.𝗬𝗼𝘂 𝗳𝗶𝗿𝘀𝘁, 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝘀𝗲𝗰𝗼𝗻𝗱We work with:• Young professionals• Business owners and executives• Retirees.𝗗𝗼𝗻'𝘁 𝗷𝘂𝘀𝘁 𝘁𝗮𝗸𝗲 𝗼𝘂𝗿 𝘄𝗼𝗿𝗱 𝗳𝗼𝗿 𝗶𝘁For our clients, the single biggest benefit of working with us is:• “Peace of mind” • “An increased sense of financial security”• “Confidence in knowing our money is being looked after”.99% of clients believe that working with us has helped or will help them achieve their financial goals.𝗧𝗵𝗲 𝗯𝗶𝘀𝗰𝘂𝗶𝘁𝘀 𝗮𝗿𝗲 𝗼𝗻 𝘂𝘀Want to find out if you could be in a better place financially?• Call us on 028 9076 9769• Email matt.greer@navigateifa.com• Or send me a DM.Let’s chat about what we can do for you.
Listed skills include Customer Experience, Financial Advisory, Banking, Client Relations, and 25 others.
Current workplace
Matt Greer, Chartered Financial Planner's current company
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Navigate Ifa Ltd
7 roles
Matt Greer, Chartered Financial Planner work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner™
CurrentAs a CERTIFIED FINANCIAL PLANNER™ at Navigate IFA Ltd, I specialise in empowering individuals and families to achieve financial freedom and peace of mind. With over five years of experience, I provide personalised, strategic financial planning that goes beyond traditional wealth management. My focus is on helping clients take control of their financial.
Feb 2019 - Present
Wealth Analyst/Paraplanner
In order to progress my career in financial planning I moved to Grant Thornton UK LLP in February 2017 to work as a wealth analyst (paraplanner) in their Sheffield office. My responsibilities included analysis and report writing in all areas of financial planning (e.g. estate planning, protection, investments and specifically pensions) specifically to HNW.
Feb 2017 - Feb 2019
Senior Pensions Administrator
Working as an experienced member of a successful team within CEB providing knowledge and support whilst maintaining high standards and delivering a quality service to clients, members and third party's. Responsibilities include handling the investment of contributions, managing clients auto enrolment requirements and more.
Apr 2016 - Feb 2017
Pensions Administrator
Working in a fast paced target driven office environment administrating Defined Benefit, Defined Contribution and Career Average Revalued Earnings (CARE) schemes. Proactively communicating with clients, members and financial advisors via email, telephone and letters.
Apr 2014 - Apr 2016
Customer Service Advisor
Handle a vast range of queries directly from Santander customers and deal with issues at the first point of contact creating an environment based around excellent customer service.
Mar 2013 - Apr 2014
Sales Advisor
Outsourced telesales. Working with a number of companies to promote and sell products to customers whilst building and maintaining customer relationships and protecting the brand image.
Jun 2012 - Nov 2012
8 education records
Matt Greer, Chartered Financial Planner education
Certified Financial Planner™, Financial Planning And Services, Cfp
Award In Long Term Care Insurance
Diploma In Regulated Financial Planning, Financial Planning And Services, Dippfs
Certificate In Mortgage Advice, Cert Cii (Mp)
Certificate In Equity Release, Cert Cii (Er)
Bachelor Of Arts (Ba), Business, Management, Marketing, And Related Support Services
Education record
Down High School
Education record
FAQ
Frequently asked questions about Matt Greer, Chartered Financial Planner
Quick answers generated from the profile data available on this page.
What company does Matt Greer, Chartered Financial Planner work for?
Matt Greer, Chartered Financial Planner works for Navigate IFA Ltd.
What is Matt Greer, Chartered Financial Planner's role at Navigate IFA Ltd?
Matt Greer, Chartered Financial Planner is listed as CERTIFIED FINANCIAL PLANNER™ at Navigate IFA Ltd.
What is Matt Greer, Chartered Financial Planner's email address?
AeroLeads has found 1 work email signal at @navigateifa.com for Matt Greer, Chartered Financial Planner at Navigate IFA Ltd.
Where is Matt Greer, Chartered Financial Planner based?
Matt Greer, Chartered Financial Planner is based in Belfast, Northern Ireland, United Kingdom while working with Navigate IFA Ltd.
What companies has Matt Greer, Chartered Financial Planner worked for?
Matt Greer, Chartered Financial Planner has worked for Navigate Ifa Ltd, Grant Thornton Uk Llp, Capita Employee Benefits, Santander Uk, and Lbm.
How can I contact Matt Greer, Chartered Financial Planner?
You can use AeroLeads to view verified contact signals for Matt Greer, Chartered Financial Planner at Navigate IFA Ltd, including work email, phone, and LinkedIn data when available.
What schools did Matt Greer, Chartered Financial Planner attend?
Matt Greer, Chartered Financial Planner holds Certified Financial Planner™, Financial Planning And Services, Cfp from The Chartered Institute For Securities & Investment (The Cisi).
What skills is Matt Greer, Chartered Financial Planner known for?
Matt Greer, Chartered Financial Planner is listed with skills including Customer Experience, Financial Advisory, Banking, Client Relations, Pensions, Sales, Financial Planning, and Customer Retention.
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