Matt Maddock

Matt Maddock Email and Phone Number

Helping people protect their family finances, plan for retirement, and invest wisely. @ Chetwood Wealth Management Ltd
saint austell, cornwall, united kingdom
Matt Maddock's Location
Taunton, England, United Kingdom, United Kingdom
About Matt Maddock

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!

Matt Maddock's Current Company Details
Chetwood Wealth Management Ltd

Chetwood Wealth Management Ltd

View
Helping people protect their family finances, plan for retirement, and invest wisely.
saint austell, cornwall, united kingdom
Website:
chetwoodwm.co.uk
Employees:
20
Matt Maddock Work Experience Details
  • Chetwood Wealth Management Ltd
    Chartered Financial Planner
    Chetwood Wealth Management Ltd Jan 2024 - Present
    Wellington, England, United Kingdom
  • Chetwood Wealth Management Ltd
    Trainee Financial Planner
    Chetwood Wealth Management Ltd Apr 2023 - Jan 2024
    Wellington, England, United Kingdom
  • Four Stages Finance Limited
    Paraplanner
    Four Stages Finance Limited Jul 2021 - Apr 2023
    Teignmouth, England, United Kingdom
    Main 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.
  • Lifetime Ifa
    Administrator
    Lifetime Ifa Apr 2019 - Jul 2021
    Paignton, England, United Kingdom
    Main 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.
  • The Church Of Jesus Christ Of Latter-Day Saints
    Volunteer Missionary
    The Church Of Jesus Christ Of Latter-Day Saints Mar 2017 - Mar 2019
    Adelaide, South Australia, Australia
    Main 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.
  • Pro:Direct Sport
    After Sales Service Specialist
    Pro:Direct Sport Feb 2015 - Dec 2016
    Newton Abbot, England, United Kingdom
  • Pro:Direct Sport
    Call Centre Adviser
    Pro:Direct Sport Sep 2014 - Sep 2015
    Newton Abbot, England, United Kingdom
  • Lsl Property Services Plc
    Lead Warming Consultant
    Lsl Property Services Plc Sep 2014 - Feb 2015
    Exeter, England, United Kingdom

Matt Maddock Education Details

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.

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