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Matt Brodie

Financial Adviser, Chartered MCSI in London

A little bit about Matt

I provide holistic financial advice in South West London. Leveraging significant investment experience, I specialise in investment strategy, RSU vesting advice for tech professionals, and retirement planning. As a Twickenham-based Aussie expat, I ensure your money works harder while protecting what matters most. Connect for an introductory discussion to navigate the London squeeze, gain financial clarity, and invest toward long-term wealth and security for you and your family.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Investment Advice

  • The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.

CISI level 6 Certificate in Private Client Investment Advice & Management

  • Private Client Investment Advice & Management enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Chartered Member

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the relevant advanced qualifications they also have to demonstrate a consistent record of Continual Professional Development (CPD).

Location

Matt's location

Twickenham
London
United Kingdom

Matt is located in Twickenham and offers expert financial advice across Twickenham, Richmond and South West London.

More about me

My journey into financial planning was shaped by a career in stockbroking and investment management since 2006 across both Australia and the UK.

Having qualified as a financial adviser twice- in Australia and again in the UK, I am a Chartered Member of the CISI and hold a Level 6 qualification in Private Client Investment Advice and Management.

Why I do what I do

I moved into financial planning because I saw too many hardworking people, especially those in the higher and additional tax brackets, losing a huge portion of their hard-earned income to tax traps, struggle to make sense of financial markets and retiring into a highly complex pension system.

I believe good advice isn't just about picking the right products, and ticking boxes, but providing a highly personalised service through a collaborative journey and a relationship based on trust. I aim to help you keep more of what you earn, invest well, gain clarity on the purpose of your money and have the confidence to know your family finances are secure.

Areas where I can lend a hand

  • RSU & Equity Comp Strategy: Helping you make sense of the 60% tax trap, NI impacts and diversification benefits at vesting
  • Retirement Planning: Turning years of hard work into a clear, tax-efficient plan for the future.
  • Investment Management: Providing institutional grade investment capability through Quilter's suite of products and services.
  • Strategy Foundations: Helping you visualise your wealth through cash flow modelling and stress testing your portfolio through all kinds of market conditions, ensuring your plan remains on track.
  • Protecting What’s Important: Ensuring your lifestyle, income and your family’s home are protected, no matter the weather.

Outside of work, I’m an Aussie expat with 2 children. We’ve found a great home here in Twickenham, and on the weekends, I’m usually found behind the BBQ, at the rugby ground, playing guitar, or on the hunt for good coffee.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 09 April 2026.