Matthew Smith MSc CFP™
Chartered MCSI FPFS IMC
When you speak to Matthew about financial planning, his passion and enthusiasm are obvious. Having started life as a personal banker, Matthew soon discovered the calling to financial planning and has never looked back.
Matthew believes that financial planning has the power to not only transform the finances, but also the lives of clients. A belief backed up by a long list of clients who he has helped over the years.
An avid studier, Matthew has an enviable list of qualifications in the financial planning sector earned over nearly a decade. He has recently completed a masters programme in Financial Planning & Business Management at Manchester Metropolitan University, while also studying for the Certified Financial Planner certification.
Matthew loves to support the profession and sits on the committee of the Essex branch of the Personal Finance Society in his capacity as education officer. His aim is to help new entrants into financial planning and assist those more established members to improve their qualifications.
Prior to co-founding Buckingham Gate, Matthew held positions at Wesleyan and Lloyds bank.
When not in work, Matthew takes a keen interest in personal development, enjoys ‘extreme fitness challenges’, Formula One and photography.
We are delighted that Matthew was included in VouchedFor’s top-rated adviser guide in 2019 and 2020. Featured in The Times, the guide showcased the advisers who received the highest ratings from their clients on VouchedFor.
You can read some of Matthews reviews and why he so deservedly qualified here.