Matt is one of the newest members of the team, joining Active as Client Support Manager in April 2021.
Matt has worked in financial services since completing his degree in 2014 where he gained a 2:1 in Business & Finance.
In his previous role at another local financial planning firm, Matt worked closely with the team of financial planners, progressing quickly within client services and paraplanning.
In his role as Client Support Manager, Matt works closely with the advisers to complete client applications for mortgages, pensions & investments efficiently.
Matt’s excellent communication skills means he is perfectly placed for his regular communication between the advisers and their clients.
Matt is currently studying for the Diploma in Financial Services which will underpin the knowledge and experience he is gaining in the workplace.
Business and Finance 2:1 – 2013/14
Cert in higher education (Business studies) 2011