Matt Merchant Dippfs Email and Phone Number
Matt is one of the founders of the business and independent financial advisers. Having joined the industry in 2010 Matt obtained his Diploma in Regulated Financial Advice in 2016. Before jointly establishing East Anglian Financial Planning Ltd Matt worked at two regional IFA firms for a combined 12 years.Matt provides holistic financial advice to individuals, Trust, Charities and Corporate entities for investment advice, pension funding, retirement advice and inheritance tax planning, often working alongside a client’s tax adviser or solicitor to help achieve the best outcome for the client.As well as acting as an adviser and Director, Matt also chairs East Anglian Financial Planning’s Investment Committee and is instrumental in developing our investment offerings and provider relationships as well as making sure these remain suitable and effective for our clients.Away from work, much of Matt’s time is taken up by his Cocker Spaniel, Dexter, but he is also a keen supporter of Ipswich Town Football Club and has recently taken up Golf.
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DirectorEast Anglian Financial Planning Ltd Mar 2023 - PresentLangham, England, United Kingdom -
Independent Financial AdviserEast Anglian Financial Planning Ltd Dec 2022 - PresentLangham, England, United Kingdom -
Independent Financial AdvisorScrutton Bland Jan 2019 - May 2022Ipswich, United Kingdom -
Technical ParaplannerScrutton Bland Jul 2017 - Jan 2019Ipswich, United Kingdom -
ParaplannerScrutton Bland Sep 2015 - Jul 2017Ipswich, United Kingdom -
AdministratorPearson Financial Consultants Ltd Aug 2010 - Sep 2015Ipswich, United Kingdom
Matt Merchant Dippfs Skills
Matt Merchant Dippfs Education Details
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Farlingaye Sixth FormA Levels -
Farlingaye High SchoolGcse'S
Frequently Asked Questions about Matt Merchant Dippfs
What company does Matt Merchant Dippfs work for?
Matt Merchant Dippfs works for East Anglian Financial Planning Ltd
What is Matt Merchant Dippfs's role at the current company?
Matt Merchant Dippfs's current role is Director / Independent Financial Adviser.
What schools did Matt Merchant Dippfs attend?
Matt Merchant Dippfs attended Farlingaye Sixth Form, Farlingaye High School.
What skills is Matt Merchant Dippfs known for?
Matt Merchant Dippfs has skills like Investments, Pensions, Customer Service, Financial Planning, Isas, Vct, Eis, Wrap, Financial Analysis, Trusts, Wealth Management, Oeic.
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