Matthew Whitehead

Client Service Assistant

Matt provides administrative support to the team and the clients.

New to financial planning and at the start of his career Matt says

“I believe that trust, integrity and open communication are the cornerstones of a successful client relationship.

Working alongside a professional team that shares these values is a privilege, and together, we strive to deliver a client-centred approach that prioritises our clients’ financial well-being”.

Matthew Whitehead