Mat is a qualified Financial Adviser offering advice on mortgages, protection, investments and pensions.
Mat’s financial services career started in 2001 at NatWest and gave him a great insight into the industry, with an in depth understanding of the importance of achieving the right advice for each client. This is where his passion for financial planning and delivering bespoke advice to individuals came from.
After a career change working within the export industry, Mat decided it was time to continue his career in financial services and joined the Eureka team in 2014 as a Mortgage and Protection Adviser.
Focusing his service to clients around the best mortgage and protection solutions became a specialism over the next few years. However, it became apparent that his clients wanted a more holistic approach to financial planning where all areas could be considered to mesh mortgage, protection, investments and pension goals into a single financial plan. To respond to client needs Mat has now furthered his qualifications and is fully qualified to give advice on Investments and Pensions.
Mat is very passionate about the role he plays in helping clients realise their financial goals and work in partnership to develop a financial plan. Along with the help of his office team, they strive to make these dreams reality and aim to take the stress out of financial planning.
Mat would be delighted to offer his services to new clients, so please contact him using the details below to arrange an initial meeting.
Eureka Financial Solutions®, Old Anglo House, Mitton Street, Stourport-on-Severn, Worcestershire, DY13 9AQ
Tel 01299 825 577 | Mobile 0779 160 3738 | Email firstname.lastname@example.org