Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Matthew has extensive experience of dealing with High Net Worth clients in areas of pensions and investments and has helped many families mitigate inheritance tax planning. He focuses on building a long-term strategy for an individual / family in order to achieve financial objectives, and enhance wealth creation, and achieve retirement dreams.
Matthew firmly believes in fully independent advice and works to maintain the very best propositions for all clients without any restrictions.
Recently Matthew has been developing the MBR investment and retirement proposition to focus on long term growth in a more sustainable investment environment. MBR wealth now incorporates Sustainable investments discussions on all portfolios
Matthew is delighted that on several families he helps guide three generations and has created many intergenerational planning strategies.
Ben has developed his expertise as an adviser primarily to High Net Worth clients, Retirees and clients seeking a more tailored approach to investments in both the UK and Australia, working in some of the leading global Financial institutions including Bank of Scotland and HSBC, as well as smaller boutique Financial Services businesses.
Working hard to understand clients goals and objectives, Ben believes in an approachable, open and honest working relationship with clients and one in which we work together closely to ensure that objectives are achieved in a realistic timeframe, and that a clients position is protected along the journey, should anything unforeseen happen. Ben aims to over-deliver on client expectations at all times, and takes great pride in seeing clients achieve their objectives, all while enjoying the journey to get there!
Ben holds the Diploma of Regulated Financial Planning (UK) and is a member of the Personal Finance Society. Ben also holds the Advanced Diploma of Financial Services in Australia, as well as numerous specialist Investments and pensions qualifications.