I love helping people to cut through complexity and live meaningful lives through professional financial planning and sound independent advice.The circumstances where I am able to add the most value is where there is affluence, possibly as a result of ‘sudden wealth,’ complexity and vulnerability:1. Business owners thinking about selling.2. Retired people wanting to reconcile estate planning with making sure they never run out of money.3. People in later life wanting to pay care fees4. Attorneys and professional deputies supporting people who have lost mental capacity5. People who experience sudden wealth, needing a safe pair of hands.My professional qualifications include:1. Chartered Financial Planner2. STEP Registered Trust and Estate Practitioner3. Fellow of The London Institute of Banking and Finance 4. SOLLA Accredited Later Life Adviser5. Fellow of The Personal Finance Society6. STEP Diploma in Advising Vulnerable Clients7. Member of the Expert Witness Institute Whilst both myself and my team have been fortunate to have received wide recognition for our work, I am particularly proud of the fact that my firm was chosen as the ‘Financial Advisor Team of the Year’ at the 15th annual global STEP awards. From a personal perspective, I am the only financial planner in the UK to have been twice awarded ‘Chartered Financial Planner of the Year.’Also, it was a privilege to work in partnership with NS&I to provide professional advice to the monthly Premium Bonds £1m Jackpot winners for 8 years; and it is very gratifying to read what Andrew Pike, Head of Intermediary Relationships at NS&I, has to say:“NS&I would like to place on record our sincere thanks to Matrix Capital for providing an excellent service to the Premium Bonds jackpot winners throughout the life of our partnership. They have gone above and beyond what was asked of them, and I have been truly impressed by their professionalism throughout, and their unwavering desire to put the customer at the heart of everything they do. There is no doubt that this has resulted in many positive outcomes for jackpot winners.”I am driven by a passion for helping people, particularly those who find themselves in vulnerable circumstances.