Matthew Parden

Matthew Parden Email and Phone Number

Chief Executive Officer at Marygold & Co. @ Marygold & Co UK
Matthew Parden's Location
London Area, United Kingdom, United Kingdom
Matthew Parden's Contact Details

Matthew Parden personal email

n/a
About Matthew Parden

Helping fin-tech and financial advice companies launch their businesses, secure funding and grow.A chartered accountant (FCA) and qualified financial adviser (Dip PFS) with experience in fintech start-ups, regulated and unregulated financial advice, marketing, PR & business development, onshore and offshore private banking, private client investment management, the operation of collective investment schemes, audit, tax and mergers & acquisitions.

Matthew Parden's Current Company Details
Marygold & Co UK

Marygold & Co Uk

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Chief Executive Officer at Marygold & Co.
Matthew Parden Work Experience Details
  • Marygold & Co Uk
    Chief Executive Officer
    Marygold & Co Uk Jul 2021 - Present
    London, England, United Kingdom
    Savings, sorted.The savings and investment sector is a maze of complexity. Marygold & Co. has a strategic vision to radically simplify the client experience and to make savings and investment as simple as it should be.Marygold & Co. is a financial services holding company with subsidiaries operating through multiple channels including traditional (face to face) and digital (App) client services.The Marygold & Co. Group advises and supports individuals and their… Show more Savings, sorted.The savings and investment sector is a maze of complexity. Marygold & Co. has a strategic vision to radically simplify the client experience and to make savings and investment as simple as it should be.Marygold & Co. is a financial services holding company with subsidiaries operating through multiple channels including traditional (face to face) and digital (App) client services.The Marygold & Co. Group advises and supports individuals and their businesses, helping them understand and meet their financial goals. Show less
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  • Step-By-Step Financial Planners Limited
    Chief Executive Officer
    Step-By-Step Financial Planners Limited Apr 2024 - Present
    Staffordshire, England, United Kingdom
    Step by Step Financial Planners Ltd was acquired by Marygold & Co. On 30 April 2024.
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  • Tiger Financial & Asset Management Limited
    Chief Executive Officer
    Tiger Financial & Asset Management Limited Jun 2022 - Present
    London, England, United Kingdom
    Tiger is a subsidiary company of Marygold & Co. (UK) Limited. Tiger provides traditional independent financial advice to individuals.
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  • All In Place
    Chief Operating Officer
    All In Place Mar 2021 - Jun 2022
    London, England, United Kingdom
    Supporting the launch of a Software as a Service (SaaS) start-up in the accounting technology sector, including setting up the operational infrastructure, taking on the first employees and taking the product to market. All in Place connects business and personal financial planning helping accountants move beyond personal tax and salary/dividend calculations with their business owner clients, by connecting their key business numbers to a personal cash flow, risk assessment, and… Show more Supporting the launch of a Software as a Service (SaaS) start-up in the accounting technology sector, including setting up the operational infrastructure, taking on the first employees and taking the product to market. All in Place connects business and personal financial planning helping accountants move beyond personal tax and salary/dividend calculations with their business owner clients, by connecting their key business numbers to a personal cash flow, risk assessment, and opportunity tracker. Show less
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  • Prometheum Limited
    Founder
    Prometheum Limited Dec 2014 - Jun 2022
    London, England, United Kingdom
    Providing strategic advice and support in the fintech, wealth management and IFA sector, including: - supporting the launch of a SaaS business enabling accountants to revolutionise their client proposition;- development of a business plan and strategy in anticipation of the launch of a technology-enabled advisory and 'banking' business; - advising an IFA with £400m of AuM and 15 advisers on its strategy and business plan, including advising on matters of governance and the… Show more Providing strategic advice and support in the fintech, wealth management and IFA sector, including: - supporting the launch of a SaaS business enabling accountants to revolutionise their client proposition;- development of a business plan and strategy in anticipation of the launch of a technology-enabled advisory and 'banking' business; - advising an IFA with £400m of AuM and 15 advisers on its strategy and business plan, including advising on matters of governance and the management of its large pipeline of acquisitions; - supporting a discretionary fund manager with the differentiation of its proposition in the intermediary market and making recommendations to provide a market-leading service. Show less
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  • Nhs
    Nhs Volunteer - Covid
    Nhs Mar 2020 - Sep 2021
    London, England, United Kingdom
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  • Aspinalls
    Chief Executive Officer
    Aspinalls Nov 2015 - Jan 2020
    A specialist financial planning practice committed to delivering highly personalised services to individual private clients, families and their Trusts, Estates and Charitable Foundations.Successfully stewarded the business over four years to a successful trade sale in January 2020.
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  • Butterfield Group
    Adviser To The Board
    Butterfield Group Sep 2014 - Dec 2014
    London
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  • Duncan Lawrie Private Banking
    Managing Director
    Duncan Lawrie Private Banking Apr 2010 - May 2014
    London, United Kingdom
    Creation of a revised strategic framework and business plan incorporating significant change and investment in people and infrastructure.Successfully built a significantly strengthened senior management team to agree and oversee the execution of the new business plan.Successfully rebranded and launched the new proposition.Identified and oversaw the regional expansion of the firm in Bristol and Kent, recruiting and supporting additional people and leaders to launch and… Show more Creation of a revised strategic framework and business plan incorporating significant change and investment in people and infrastructure.Successfully built a significantly strengthened senior management team to agree and oversee the execution of the new business plan.Successfully rebranded and launched the new proposition.Identified and oversaw the regional expansion of the firm in Bristol and Kent, recruiting and supporting additional people and leaders to launch and build the business.Opening and subsequent oversight of a representative office in Calcutta, India.Oversaw implementation of CRM/workflow functionality on internal (sharepoint) systems.Oversaw and managed pipeline and tracker reporting on new client business development and acquisition activity.Oversight of revised lending strategy and associated control framework.Initiated significant strengthening of risk management and compliance framework.Close involvement with ICAAP, ILSA, RRP and risk management framework including chairmanship of ALCO.Engaged in external business development activity and events/entertainment programme.Spokesperson in respect of media enquiries and interviews.Consequently oversaw significant organic business growth in the firm. Show less
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  • Duncan Lawrie Private Banking
    Non Executive Chairman - Isle Of Man
    Duncan Lawrie Private Banking Apr 2010 - May 2014
    Isle Of Man
    Non Executive Chairman of Isle of Man regulated bank and fiduciary service provider.
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  • Duncan Lawrie Private Banking
    Group Finance Director
    Duncan Lawrie Private Banking Apr 2003 - Apr 2010
    London, United Kingdom
    Successfully identified, negotiated and completed two major acquisitions for the group and oversaw the integration of the same.Successfully steered the group through the banking crisis, introducing a significantly improved risk management framework and strengthened liquidity and capital adequacy policies, procedures and reporting.Strengthened treasury function and managed central bank facilities application and implementation.Maintained strong relationships with… Show more Successfully identified, negotiated and completed two major acquisitions for the group and oversaw the integration of the same.Successfully steered the group through the banking crisis, introducing a significantly improved risk management framework and strengthened liquidity and capital adequacy policies, procedures and reporting.Strengthened treasury function and managed central bank facilities application and implementation.Maintained strong relationships with regulators in UK and Isle of Man.Introduced key performance and key risk indicators into the business and its management information reporting.Authored Group ICAAP, ILSA, Contingency Funding Plan, Risk Appetite and Risk Tolerance Policies.Outsourced Internal Audit Function.Responsible for all statutory and regulatory reporting including parent company PLC listing obligations. Show less
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  • Duncan Lawrie Private Banking
    Group Financial Controller
    Duncan Lawrie Private Banking Jun 1997 - Mar 2003
    London, United Kingdom
    Performed all statutory and regulatory reporting for the group.Responsible for all corporation tax, VAT, stamp duty and other tax compliance and accounting.Wrote (programmed) a dealing and administration system for the unit trust subsidiary experiencing significant growth due to strong underlying fund performance. In-sourced (brought in-house) the registration responsibility of the unit trust manager and transferred custodianship to new provider.Subsequently… Show more Performed all statutory and regulatory reporting for the group.Responsible for all corporation tax, VAT, stamp duty and other tax compliance and accounting.Wrote (programmed) a dealing and administration system for the unit trust subsidiary experiencing significant growth due to strong underlying fund performance. In-sourced (brought in-house) the registration responsibility of the unit trust manager and transferred custodianship to new provider.Subsequently assisted with negotiation and then completed a sale of the unit trust business.Streamlined management accounting process.Designed and implemented a revised purchase ledger process which was in situ for fifteen years.Oversaw significant operational (banking and investment management) system changes including associated accounting transfer and general ledger functionality.Oversaw the transfer to IFRS and reporting into PLC parent company. Show less
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  • Aviva Plc
    Project Manager - Finance Consulting Division
    Aviva Plc Sep 1995 - Jun 1997
    London, United Kingdom
    Finance Consulting role in Special Projects Division: Unit Trust Investment Management pricing systems implementation and Investment Management Administrative system implementation.
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  • Bdo Llp
    Audit Senior And Corporate Finance Executive
    Bdo Llp Sep 1990 - Sep 1995
    London, United Kingdom
    Media, Manufacturing, Leisure Industries as auditor and corporate finance executive (fund raising, M&A etc.)
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Matthew Parden Skills

Wealth Management Investments Financial Services Asset Management Portfolio Management Equities Financial Risk Investment Management Leadership Change Management Negotiation Project Management Risk Management Strategy Alternative Investments Pensions Hedge Funds Retail Banking Financial Planning Finance Financial Advisory Accounting Management Business Development Strategic Financial Planning Credit Risk Business Strategy Banking Mortgage Lending Regulatory Affairs People Development Compliance Financial Statements Strategic Planning Strategic Hr New Business Development Strategic Partnerships Mergers And Acquisitions Corporate Finance Business Planning Executive Management Financial Modeling

Matthew Parden Education Details

Frequently Asked Questions about Matthew Parden

What company does Matthew Parden work for?

Matthew Parden works for Marygold & Co Uk

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

Matthew Parden's current role is Chief Executive Officer at Marygold & Co..

What is Matthew Parden's email address?

Matthew Parden's email address is mp****@****rie.com

What is Matthew Parden's direct phone number?

Matthew Parden's direct phone number is +120724*****

What schools did Matthew Parden attend?

Matthew Parden attended Chartered Insurance Institute, Institute Of Chartered Accountants In England And Wales, University Of Liverpool, Penistone Grammar School.

What skills is Matthew Parden known for?

Matthew Parden has skills like Wealth Management, Investments, Financial Services, Asset Management, Portfolio Management, Equities, Financial Risk, Investment Management, Leadership, Change Management, Negotiation, Project Management.

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