Matt Heath
Tell me more about Matt Heath?
Matt Heath is a highly experienced investor financial planner with 13.6 years of work experience. He specializes in retirement planning, pensions, investments, financial advisory, and wealth management. Based in Shrivenham, United Kingdom, Matt offers personalized advice tailored to meet individual needs and objectives. He aims to build long-term relationships with clients and meet their ever-changing financial needs. Matt's expertise includes helping clients mitigate tax liabilities, managing investments, and cutting through financial jargon. He is known for his clear and fair communication skills and commitment to clear and fair communication. Outside of work, Matt enjoys spending time with his family and spending time with his family.
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About
Thank you for viewing my profile. I am conscious that even for the experienced investor financial planning can prove daunting and complex. My aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standards. Therefore my aim is to build long term relationships with clients and meet their ever changing financial needs throughout their life stages. This includes areas such as: > Helping clients mitigate their tax liabilities > Managing investments in line with client expectations > Cutting through financial jargon I understand that financial needs change and therefore I will always communicate to my customers in a way that is clear, fair and not misleading as I believe it is essential to have an agreed contract strategy to allow my clients to discuss any change in circumstances of future aspirations on a regular basis. My clients include: > Entrepreneurs > High-net-worth and high profile individuals > Individuals who don’t have the time to spend monitoring their investments and pensions > Individuals who want to forward plan and mitigate their tax liabilities I have worked in the financial services industry since 1996 and during that time obtained both my Financial Planning Certificate & Diploma in Financial Planning. In addition to providing Financial Advice I also Supervise and Manage the advisers within Unique Financial Planning. I am always looking to connect and build relationships with new clients and industry professionals so please feel free to connect with me. If you would like an introduction to any of my connections, please let me know and I will be happy to help. Outside of work I enjoy spending time with my family and am a keen sports fan.
...See MoreWork Experience
chartered financial planner at unique financial planning
Financial Services
Matt Heath's Professional Milestones
- chartered financial planner at unique financial planning (2010-04-01~2010-04-01): Providing accurate and reliable financial guidance, optimizing financial performance for clients.
Skill
Retirement Planning
Pensions
Investments
Financial Advisory
Wealth Management
Financial Services
Life Insurance
Financial Planning
Income Protection
Strategic Financial Planning
Protection
Retirement
Wealth
Mortgage Lending
Investment Strategies
Critical Illness
Fixed Annuities
Estate Planning
Savings
Investment Advisory
Pension Funds
Finance
Inheritance Tax Planning
Diploma In Financial Planning
Saving For Education
Wealth Accumulation
Supervision
Certification
Colleagues
Nick Armstrong
chartered financial planner at unique financial planning ltd delivering quality holistic advice with professionalism and integrity approved by the openwork partnership 06 03 2023
Vanessa Scott
coo - excited to be joining unique fp to provide leadership and strategic direction to contribute towards the continued success of a growing business
Jack Gilder DipPFS
cert pfs dm financial planner at unique financial planning
John Barden
mortgage & protection adviser at unique financial planning
Gavin Rampton
Financial Planner at Unique Financial Planning
Other Named Matt Heath
Frequently asked questions
We found 2 Matt Heath's email addresses
Matt Heath's social media include: Linkedin,
Matt Heath works for Unique Financial Planning
Matt Heath's role in Unique Financial Planning is chartered financial planner at unique financial planning
Matt Heath works in the industry of Financial Services
Matt Heath's colleagues are Nick Armstrong,Vanessa Scott,Jack Gilder DipPFS
Matt Heath's latest job experience is chartered financial planner at unique financial planning at Unique Financial Planning