Matt Grounds

Client Support Manager

Matt Grounds

Career Profile

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.

Key Services

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.

Qualifications

Business and Finance 2:1 – 2013/14

Cert in higher education (Business studies) 2011

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

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27th September 2021

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