Matt Merchant Dippfs

Matt Merchant Dippfs Email and Phone Number

Director / Independent Financial Adviser @ East Anglian Financial Planning Ltd
Matt Merchant Dippfs's Location
Manningtree, England, United Kingdom, United Kingdom
About Matt Merchant Dippfs

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.

Matt Merchant Dippfs's Current Company Details
East Anglian Financial Planning Ltd

East Anglian Financial Planning Ltd

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Director / Independent Financial Adviser
Matt Merchant Dippfs Work Experience Details
  • East Anglian Financial Planning Ltd
    Director
    East Anglian Financial Planning Ltd Mar 2023 - Present
    Langham, England, United Kingdom
  • East Anglian Financial Planning Ltd
    Independent Financial Adviser
    East Anglian Financial Planning Ltd Dec 2022 - Present
    Langham, England, United Kingdom
  • Scrutton Bland
    Independent Financial Advisor
    Scrutton Bland Jan 2019 - May 2022
    Ipswich, United Kingdom
  • Scrutton Bland
    Technical Paraplanner
    Scrutton Bland Jul 2017 - Jan 2019
    Ipswich, United Kingdom
  • Scrutton Bland
    Paraplanner
    Scrutton Bland Sep 2015 - Jul 2017
    Ipswich, United Kingdom
  • Pearson Financial Consultants Ltd
    Administrator
    Pearson Financial Consultants Ltd Aug 2010 - Sep 2015
    Ipswich, United Kingdom

Matt Merchant Dippfs Skills

Investments Pensions Customer Service Financial Planning Isas Vct Eis Wrap Financial Analysis Trusts Wealth Management Oeic Administration Paraplanning Equities

Matt Merchant Dippfs Education Details

  • Farlingaye Sixth Form
    Farlingaye Sixth Form
    A Levels
  • Farlingaye High School
    Farlingaye High School
    Gcse'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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