Matt Goddard
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Matt Goddard Email & Phone Number

Chartered Financial Planner and Client Manager at Paradigm Norton Financial Planning
Location: Greater Bristol Area, United Kingdom, United Kingdom 8 work roles 2 schools
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Role
Chartered Financial Planner and Client Manager
Location
Greater Bristol Area, United Kingdom, United Kingdom
Company size

Who is Matt Goddard? Overview

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Quick answer

Matt Goddard is listed as Chartered Financial Planner and Client Manager at Paradigm Norton Financial Planning, a company with 61 employees, based in Greater Bristol Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Matt Goddard.

Matt Goddard previously worked as Client Manager at Paradigm Norton Financial Planning and Senior Financial Planner at Paradigm Norton Financial Planning. Matt Goddard studied at Clevedon Comprehensive School.

Company email context

Email format at Paradigm Norton Financial Planning

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Paradigm Norton Financial Planning

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Profile bio

About Matt Goddard

I have worked in the finance industry for eighteen years in a variety of different roles. Over time I have gravitated towards financial planning and have grown to really appreciate the positive effect we can have on the lives of our clients. I enjoy developing long-standing relationships with clients and working with them to achieve the things that are important to them. Always such a thrill to hear that something I've contributed to has resulted in a positive outcome for a client.Aside from the "day job" I also lead and represent the Paradigm Norton Charitable Trust. This is a fantastic role that allows me to really have a material impact on both the local community and also worldwide.When not at work, you'll probably find me either spending time with my wife and two young boys, deep into a book, or swimming in the local outdoor swimming spots.

Current workplace

Matt Goddard's current company

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Paradigm Norton Financial Planning
Paradigm Norton Financial Planning
Chartered Financial Planner and Client Manager
avon, south gloucestershire, united kingdom
Employees
61
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8 roles

Matt Goddard work experience

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Senior Financial Planner

Ham Green Bristol

I am a Senior Financial Planner with Paradigm Norton Financial Planning.My role involves planning and structuring clients financial portfolios and financial plans. My day to day tasks include writing reports, managing diverse investments and conducting administrative tasks such as adjustments to existing portfolios.

Apr 2020 - Jul 2023

Financial Planner

Bristol, England, United Kingdom

I am a Financial Planner with Paradigm Norton Financial Planning.My role involves planning and structuring clients financial portfolios and financial plans. My day to day tasks include writing reports, managing diverse investments and conducting administrative tasks such as adjustments to existing portfolios.

Apr 2016 - Apr 2020

Private Banking Relationship Investment Manager

Lloyds Tsb Private Banking

Bristol, United Kingdom

Provided a highly professional, telephone based service, to investment portfolio holding clients. Delivered holistic financial planning ensuring that the needs of my clients were met.

Apr 2012 - Mar 2016

Private Banking Relationship Banking Manager

Lloyds Tsb Private Banking

Bristol, United Kingdom

I worked closely with Commercial and Business Banking within Lloyds Bank, acting as a bridge between these areas and Private Banking. I was able to facilitate the start of new client relationships within Private Banking and provide support and advice to these clients on an ongoing basis.

Mar 2011 - Apr 2012

Specialist Administrator

Clerical Medical

Bristol, United Kingdom

Jun 2009 - Apr 2011

Customer Services Advisor

Clerical Medical

Bristol, United Kingdom

Sep 2006 - Jun 2009

Customer Services Advisor

Clevedon

Sep 2005 - Sep 2006
Team & coworkers

Colleagues at Paradigm Norton Financial Planning

Other employees you can reach at paradigmnorton.co.uk. View company contacts for 61 employees →

2 education records

Matt Goddard education

Education record

Clevedon Comprehensive School

Education record

St. Teilo'S Church In Wales School

Activities and Societies: Debate Team Young Entrepreneurs

FAQ

Frequently asked questions about Matt Goddard

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What company does Matt Goddard work for?

Matt Goddard works for Paradigm Norton Financial Planning.

What is Matt Goddard's role at Paradigm Norton Financial Planning?

Matt Goddard is listed as Chartered Financial Planner and Client Manager at Paradigm Norton Financial Planning.

Where is Matt Goddard based?

Matt Goddard is based in Greater Bristol Area, United Kingdom, United Kingdom while working with Paradigm Norton Financial Planning.

What companies has Matt Goddard worked for?

Matt Goddard has worked for Paradigm Norton Financial Planning, Lloyds Tsb Private Banking, Clerical Medical, and Comet.

Who are Matt Goddard's colleagues at Paradigm Norton Financial Planning?

Matt Goddard's colleagues at Paradigm Norton Financial Planning include Daniel Limb Dippfs, Toyah Chaplin, Linda Whybrow, Jonathan Ormsby, and Claire Burke.

How can I contact Matt Goddard?

You can use AeroLeads to view verified contact signals for Matt Goddard at Paradigm Norton Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Matt Goddard attend?

Matt Goddard studied at Clevedon Comprehensive School.

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