Matthew Hulks

Matthew Hulks Email and Phone Number

Chartered Financial Planner @ Hymans Robertson Personal Wealth
Matthew Hulks's Location
Greater Edinburgh Area, United Kingdom
Matthew Hulks's Contact Details

Matthew Hulks work email

Matthew Hulks personal email

About Matthew Hulks

I am a Chartered Financial Planner with deep understanding of the UK pension and retail wealth market. Experienced at managing large corporate, institutional relationships as well as individual retail client relationships. I believe that all individuals should be able to access the expert guidance and advice they need to secure financial freedom. ► RQF level 6 Advanced Diploma in Financial Planning► RQF level 4 Diploma in Regulated Financial Planning► CFA UK Level 4 Investment Management Certificate► CII Level 4 Certificate in Discretionary Investment Management

Matthew Hulks's Current Company Details
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

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Chartered Financial Planner
Matthew Hulks Work Experience Details
  • Hymans Robertson Personal Wealth
    Chartered Financial Planner
    Hymans Robertson Personal Wealth Nov 2023 - Present
    Edinburgh City, Scotland, United Kingdom
    •Top performing financial planner with a commercial mindset and people management responsibilities. Focused on quickly building trust and demonstrating credibility with all my clients.• Collaborating with senior HR professionals and corporate clients to understand their varied benefits packages then advise on, and implement, best practice financial wellbeing programmes.• A technical expert on pension matters and responsible for effectively communicating legislative changes to institutional and retail clients along with employee audiences.
  • Hymans Robertson Personal Wealth
    Financial Planner
    Hymans Robertson Personal Wealth May 2023 - Present
    Edinburgh, Scotland, United Kingdom
    •Top performing financial planner with a commercial mindset and people management responsibilities. Focused on quickly building trust and demonstrating credibility with all my clients.• Collaborating with senior HR professionals and corporate clients to understand their varied benefits packages then advise on, and implement, best practice financial wellbeing programmes.• A technical expert on pension matters and responsible for effectively communicating legislative changes to institutional and retail clients along with employee audiences.
  • Hymans Robertson Personal Wealth
    Senior Financial Coach, Hymans Robertson Personal Wealth
    Hymans Robertson Personal Wealth Oct 2021 - May 2023
    Edinburgh, Scotland, United Kingdom
  • Hymans Robertson Personal Wealth
    Partnerships Manager, Hymans Robertson Personal Wealth
    Hymans Robertson Personal Wealth Jan 2021 - Sep 2021
    Edinburgh, Scotland, United Kingdom
  • Hymans Robertson
    Strategy & Markets
    Hymans Robertson Apr 2018 - Jan 2021
    Edinburgh, United Kingdom
    Researching, analysing and writing strategic recommendation reports relating to the institutional UK DB and DC pension markets along with UK retail wealth and investment.
  • Natural Power
    Business Development Manager
    Natural Power Aug 2017 - Mar 2018
    Edinburgh, United Kingdom
    · Responsible for client relationship management of c.20 national and multi-national companies. A combination of renewable developers, operators and financial investors.· Leading pro-active business development campaigns to achieve revenue targets of business departments.
  • Intergen
    Regulatory & Public Affairs Advisor
    Intergen Oct 2016 - Jul 2017
    Edinburgh, United Kingdom
    · Responsible for analysing policy and regulatory developments, anticipating regulatory risks and identifying commercial opportunities within regulatory and policy change to add value to the business.
  • Intergen
    Commercial Analyst
    Intergen Apr 2015 - Oct 2016
    Edinburgh, United Kingdom
    · Project manager for key commercial initiatives. This required effective stakeholder management skills and the development of a robust commercial models. The value of the contracts secured in the 2015 capacity market auction were valued at multi-million pound.
  • Npower
    Graduate Programme
    Npower Sep 2013 - Mar 2015
    Swindon, United Kingdom
    The programme gave exposure to a variety of roles in this international energy utility. Rotations included – Sustainability & Energy Management / Corporate Development & Strategy / Onshore Wind Development

Matthew Hulks Skills

Sustainable Development Research Project Management Strategy Data Analysis Qualitative Research Environmental Policy Policy Analysis Energy Climate Change Economics Report Writing Corporate Social Responsibility Public Health Stakeholder Management Statistics Public Speaking Market Analysis Business Development Leadership Power Generation Field Work Public Policy Strategic Planning Business Strategy Contract Management Financial Markets Pension Funds Strategic Analysis Pension Systems

Matthew Hulks Education Details

Frequently Asked Questions about Matthew Hulks

What company does Matthew Hulks work for?

Matthew Hulks works for Hymans Robertson Personal Wealth

What is Matthew Hulks's role at the current company?

Matthew Hulks's current role is Chartered Financial Planner.

What is Matthew Hulks's email address?

Matthew Hulks's email address is mh****@****ail.com

What schools did Matthew Hulks attend?

Matthew Hulks attended The University Of Edinburgh, University Of St. Andrews.

What skills is Matthew Hulks known for?

Matthew Hulks has skills like Sustainable Development, Research, Project Management, Strategy, Data Analysis, Qualitative Research, Environmental Policy, Policy Analysis, Energy, Climate Change, Economics, Report Writing.

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