Matt Maddock Email and Phone Number
Seeing the relief in a client's face when they find out their retirement goals can be achieved with a bit of careful planning. Knowing that if my client were to pass away, their family won't have to worry about money. Hearing how clients are now able to enjoy their retirement with trips abroad to the places they always wanted to visit. These are some of the most rewarding parts of being an independent financial planner. I discovered my love for financial advice when working for Lifetime IFA. Sitting in meetings with clients where the adviser was able to work with clients to enable them to achieve their future financial plans was an amazing experience for me. I love the opportunity to have a real impact for good in the lives of real people.I'm now a Chartered Financial Planner and looking forward to my continued development as I work with clients to achieve their long term goals.Outside of work, I love to explore new places and restaurants around the UK with my beautiful wife, as well as trying new dishes in the kitchen then going to the gym to try burning off said dishes!
Chetwood Wealth Management Ltd
View- Website:
- chetwoodwm.co.uk
- Employees:
- 20
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Chartered Financial PlannerChetwood Wealth Management Ltd Jan 2024 - PresentWellington, England, United Kingdom -
Trainee Financial PlannerChetwood Wealth Management Ltd Apr 2023 - Jan 2024Wellington, England, United Kingdom -
ParaplannerFour Stages Finance Limited Jul 2021 - Apr 2023Teignmouth, England, United KingdomMain responsibilities:Writing suitability reports, conducting client research, researching and sourcing new cashflow modelling software for firm, supporting advisers in all advice needs, ensuring advice is compliant according to most recent guidance. -
AdministratorLifetime Ifa Apr 2019 - Jul 2021Paignton, England, United KingdomMain Responsibilities;General administration, developing client’s financial plans, building and rebalancing bespoke portfolios of 20-25 single asset funds, supporting the adviser in delivering high quality financial advice. -
Volunteer MissionaryThe Church Of Jesus Christ Of Latter-Day Saints Mar 2017 - Mar 2019Adelaide, South Australia, AustraliaMain responsibilities: Teaching individuals and small groups, networking and generating referrals, leading teams of 6-23 missionaries, learning Chinese culture including basic Mandarin, occasional public speaking. -
After Sales Service SpecialistPro:Direct Sport Feb 2015 - Dec 2016Newton Abbot, England, United Kingdom -
Call Centre AdviserPro:Direct Sport Sep 2014 - Sep 2015Newton Abbot, England, United Kingdom -
Lead Warming ConsultantLsl Property Services Plc Sep 2014 - Feb 2015Exeter, England, United Kingdom
Matt Maddock Education Details
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Financial Advice -
Regulated Financial Advice -
Long Term Care And Later Life Planning -
Equity Release -
Mortgage Advice
Frequently Asked Questions about Matt Maddock
What company does Matt Maddock work for?
Matt Maddock works for Chetwood Wealth Management Ltd
What is Matt Maddock's role at the current company?
Matt Maddock's current role is Helping people protect their family finances, plan for retirement, and invest wisely..
What schools did Matt Maddock attend?
Matt Maddock attended The London Institute Of Banking & Finance, Chartered Insurance Institute, Libf, The London Institute Of Banking & Finance, Chartered Insurance Institute, Chartered Insurance Institute.
Who are Matt Maddock's colleagues?
Matt Maddock's colleagues are Tim Cockram, Hannah Salter, Stephen Marment Dippfs, Joanne Reah, Richard Hansell, Charlotte Mcknight-Burton, Steph Barnard.
Not the Matt Maddock you were looking for?
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Matthew Maddock
Specialist Search & Selection Consultant Focused On Market Leading Sales & Recruitment ProfessionalsLondon -
1cumbria.ac.uk
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1productcaregroup.com
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