Financial Adviser with True Potential
When you speak to me about financial planning, my passion and enthusiasm are immediately clear. I began my career as a personal banker, but I quickly discovered my true calling in financial planning and have never looked back.
I believe financial planning has the potential not only to enhance finances but also to transform the lives of clients and their families. This belief is reinforced by the many clients I’ve been privileged to help over the years.
As an avid learner, I’ve dedicated nearly a decade to building my qualifications in financial planning...
I completed a master’s programme in Financial Planning & Business Management at Manchester Metropolitan University and hold both the Chartered Financial Planner and Certified Financial Planner designations.
I am proud to be a Fellow of the Personal Finance Society (PFS) and the Chartered Institute of Securities and Investment (CISI), a Top of the Table member of the Million Dollar Round Table (MDRT), and a Trust and Estate Practitioner (TEP).
Outside of work, I’m passionate about personal development, thrive on ‘extreme fitness challenges,’ and enjoy following Formula One and exploring photography.
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Executive Assistant
Kayleigh graduated in 2011 from Manchester University with a Bsc (Hons) Degree in Textile Design and proceeded to explore the world for a few years to make some lifelong memories...
Kayleigh plays the role of assistant to Matthew Smith by maintaining his busy schedule and helping with business projects.
Paraplanner
My first job in the financial services industry was working in the Group Pensions department with Clerical Medical in 1998. Since moving to the South East in 2001, I’ve worked with several financial advice firms in admin, advisory and technical roles...
I am Chartered Fellow of the Personal Finance Society and I am currently working towards obtaining Diploma status with the Society of Trusts & Estate Practitioners (STEP).
Operations Manager
I started my career in retail after finishing college and worked my way up to a managerial position before deciding I wanted to go back into education. I then went on to study a Business Management with Finance degree and alongside it worked as an administrator in a city law firm...
After finishing University, I knew that I wanted to work in the financial sector and shortly after applied for an administrator role with Matthew. I have since gained much experience and am now transitioning into an Operations role within the business.
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
