Client Relationship Coordinator
Matt is our newest team member, joining us in January 2017. Matt’s role primarily focuses on supporting Tracey. He choreographs client meetings, especially annual reviews. Matt sets up, records and documents our meetings to ensure that we accurately capture all information which then in turn underpins our advice.
Matt also undertakes many business processing tasks, working closely with Debbie.
A recent Sport & Exercise Science graduate from Swansea University, Matt is an invaluable member of our team and is fast progressing towards becoming a financial planner. In his spare time, Matt enjoys keeping fit, various sports and travelling.