Matthew started his career in 2002 at The Royal Bank of Scotland, and within two years was managing a portfolio of high net worth clients in their City of London office. He moved to HSBC in 2006, working as a Relationship Manager before being promoted to a senior role within the Professional Services Team, providing discretionary fund managed solutions to a portfolio of Ernst & Young partners. After becoming an associate member of the London Institute of Banking and Finance (DipFA) and taking an extended break to travel in 2014, Matthew returned to the UK, this time working for Santander in London as a regulated Financial Planning Manager, specialising in multi-asset investments solutions.
Matthew has worked for Abbey Wealth since 2018 as a Senior Financial Planner in our Spanish office, and focuses on providing highly regulated, tax-efficient investment solutions for expatriate clients across the EU. With the Mediterranean on the doorstep of our office in Marbella, Matthew has adapted well to the Spanish lifestyle and is looking forward to continuing to develop long term relationships with his clients.
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