Matt Greer, Chartered Financial Planner

Matt Greer, Chartered Financial Planner Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @ Navigate IFA Ltd
Belfast, GB
Matt Greer, Chartered Financial Planner's Location
Belfast, Northern Ireland, United Kingdom, United Kingdom
Matt Greer, Chartered Financial Planner's Contact Details

Matt Greer, Chartered Financial Planner work email

Matt Greer, Chartered Financial Planner personal email

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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.

Matt Greer, Chartered Financial Planner's Current Company Details
Navigate IFA Ltd

Navigate Ifa Ltd

View
CERTIFIED FINANCIAL PLANNER™
Belfast, GB
Website:
navigateifa.com
Employees:
1
Matt Greer, Chartered Financial Planner Work Experience Details
  • Navigate Ifa Ltd
    Certified Financial Planner™
    Navigate Ifa Ltd
    Belfast, Gb
  • Navigate Ifa Ltd
    Certified Financial Planner™
    Navigate Ifa Ltd Feb 2019 - Present
    Belfast, United Kingdom
    As 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 futures, aligning their financial decisions with their life goals, and guiding them through complex financial landscapes.By delivering comprehensive, client-centred solutions, I ensure that each financial plan is tailored to the unique needs and aspirations of my clients, enabling them to live life on their own terms. My commitment is to support clients through every stage of their financial journey, from wealth accumulation and preservation to retirement planning and legacy building.
  • Grant Thornton Uk Llp
    Wealth Analyst/Paraplanner
    Grant Thornton Uk Llp Feb 2017 - Feb 2019
    Sheffield, United Kingdom
    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 clients. I also provided support to advisers and partners where required and attended meetings with clients to help build relationships.I also helped support administrative staff by providing feedback on their work and checking reports for Trainee analysts to ensure they were compliant and of a high quality.Following my relocation from Sheffield back home to Belfast I continued in the same role but worked directly with one of two partners in the wealth advisory department.
  • Capita Employee Benefits
    Senior Pensions Administrator
    Capita Employee Benefits Apr 2016 - Feb 2017
    Sheffield, South Yorkshire, United Kingdom
    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.
  • Capita Employee Benefits
    Pensions Administrator
    Capita Employee Benefits Apr 2014 - Apr 2016
    Sheffield, United Kingdom
    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.
  • Santander Uk
    Customer Service Advisor
    Santander Uk Mar 2013 - Apr 2014
    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.
  • Lbm
    Sales Advisor
    Lbm Jun 2012 - Nov 2012
    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.

Matt Greer, Chartered Financial Planner Skills

Customer Experience Financial Advisory Banking Client Relations Pensions Sales Financial Planning Customer Retention Customer Satisfaction Investments Client Services Client Liaison Relationship Management Team Management Finance Financial Services Wealth Management Microsoft Office Microsoft Excel Credit Customer Service Teamwork Outsourcing Retail Banking Paraplanning Call Centers Crm Employee Benefits Investment Management

Matt Greer, Chartered Financial Planner Education Details

Frequently Asked Questions about Matt Greer, Chartered Financial Planner

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 the current company?

Matt Greer, Chartered Financial Planner's current role is CERTIFIED FINANCIAL PLANNER™.

What is Matt Greer, Chartered Financial Planner's email address?

Matt Greer, Chartered Financial Planner's email address is ma****@****ifa.com

What schools did Matt Greer, Chartered Financial Planner attend?

Matt Greer, Chartered Financial Planner attended The Chartered Institute For Securities & Investment (The Cisi), Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, Leeds Metropolitan University, Down High School, The Chartered Institute For Securities & Investment (The Cisi).

What are some of Matt Greer, Chartered Financial Planner's interests?

Matt Greer, Chartered Financial Planner has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Human Rights, Arts And Culture.

What skills is Matt Greer, Chartered Financial Planner known for?

Matt Greer, Chartered Financial Planner has skills like Customer Experience, Financial Advisory, Banking, Client Relations, Pensions, Sales, Financial Planning, Customer Retention, Customer Satisfaction, Investments, Client Services, Client Liaison.

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