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.