Matthew S. Email and Phone Number
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbour. Catch the trade winds in your sails. Explore. Dream. Discover.” Mark TwainWhat's an easy way of explaining what I do? Well, simply put, I help clients understand what is most important in their lives, and support them through that journey. As part of the process, it is enabling clients to make good decisions about money. After all, money is simply a facilitator to the life you want to lead. I believe everyone aspires to a life they can look back on without regret, and one with which they feel truly fulfilled.The work I do is particularly suited to small business owners (as this tends to be their life!), and those facing changes in their lives such as: redundancy; approaching retirement; divorce; or bereavement. Dealing with change can of course be frightening, however it becomes less daunting with the right support. If you want to find out more, please get in touch.
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Chartered Financial PlannerSutherland IndependentEdinburgh, Scotland, Gb -
Chartered Financial PlannerSutherland Independent Ltd Sep 2012 - PresentEdinburghWorking with clients to help them understand the most important things in their lives, and provide financial planning and solutions in order to help them achieve a life well lived. Registered Life Planner graduate from the world renowned Kinder Institute; Chartered Financial Planner Status, holding Advanced Diploma in Financial Planning, including Advanced Papers in : Taxation & Trusts; Pensions & Pension Transfers; Business Financial Planning; and Financial Planning Process. Also papers in Equity Release and Long Term Care. -
Private Client ManagerOrigen Financial Services Limited Mar 2006 - Sep 2012Started on a Business Development basis to increase corporate business as part of the Edinburgh Region. Subsequently promoted in 2010 to carry out a dual role - business development, including client relationship management, on both a corporate and individual client basis; and management and development of a team of four consultants in Edinburgh. This scope increased in 2011 to include the Newcastle office and the three consultants based there, with the role expanded to manage and develop large corporate, professional connection and SME relationships over the Scotland and Newcastle regions. Part of the national management team tasked with uplifting performance, providing training and development and managing risk within the business.Qualified to DipPFS level and attained Statement of Professional Standing.
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Employee Benefit ConsultantAon Consulting Dec 2001 - Mar 2006Consultant specialising in employee benefits, specifically insured arrangements, SIPP/SSAS, Group Risk and Business Protection. Was also part of a central project team to help develop response and strategy to Pensions Simplification legislation in 2006. -
ConsultantBdo Stoy Hayward Apr 1997 - Dec 2001I started as a trainee consultant specialising in employee benefits and progressed to consultant. Advice was mainly on insured pension arrangements, group risk and business protection, however there was an element of individual advice work. Responsibilities included ongoing client management and development, seeking increased income through exploring new business opportunities.
Matthew S. Education Details
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Management And Design In Engineering -
Haberdashers' Askes School
Frequently Asked Questions about Matthew S.
What company does Matthew S. work for?
Matthew S. works for Sutherland Independent
What is Matthew S.'s role at the current company?
Matthew S.'s current role is Chartered Financial Planner.
What schools did Matthew S. attend?
Matthew S. attended City University London, Haberdashers' Askes School.
Not the Matthew S. you were looking for?
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Matthew S.
Greater Exeter Area -
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1tmx.global
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1gmail.com
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