Chris takes a holistic approach to financial planning, working closely with entrepreneurs, business owners, and their families. After studying Accounting at university, he spent time at Bank of America before becoming Finance Director within his family’s businesses, operating across property, construction, and engineering sectors. Following a successful exit after 18 years, Chris transitioned into financial planning, bringing valuable first-hand experience of building, managing, and selling businesses. Outside of work, he enjoys taking on physical challenges through triathlons and trail running, as well as spending time with his two daughters.

Matt’s approach is built on core values of honesty, integrity, collaboration, and a strong focus on clients. He works with individuals and businesses alike, aiming to build long-term relationships based on trust, understanding, and clear communication. Drawing on his experience of running and managing a diverse range of businesses across multiple sectors, Matt brings valuable insight into the wider financial landscape and an ability to relate to each client’s unique circumstances. Through a collaborative approach, he helps clients navigate financial complexity and work confidently towards their goals. Outside of work, Matt enjoys golfing at Carden Park and spending time with his wife and daughters.