From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch

From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences working with a diverse array of clients, from high net worth individuals to the mass affluent. Learn how Matt balances the demands of investment management wi...