Financial Adviser, Chartered MCSI in London
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.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Twickenham
London
United Kingdom
Matt is located in Twickenham and offers expert financial advice across Twickenham, Richmond and South West London.
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.
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.
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
