Private Wealth Adviser
Having worked in the Financial Services industry for the last 8 years, Mathew has a depth of experience both in the UK and Overseas.
Mathew spent a number of years as a Financial Planner for one of the top 10 advisory firms in the UK as voted by the Financial Times, where he focused on wealth structuring and tax planning for high net worth individuals.
As well as his First Class Honours degree in Accounting & Finance, Mathew is a UK Chartered Financial Planner and a licensed UK Pension Specialist with the Chartered Insurance Institute (CII).
Mathew provides US and UK cross boarder advice for clients in the US and overseas, on all their financial planning requirements as a registered Investment advisor under the SEC.
Areas of Expertise
• Pension Analysis, Advice, and Management
• 401K Analysis, Advice, and Management
• IRA Analysis, Advice, and Management
• Retirement Planning
• Pension Planning
• Lifetime Allowance Planning
• Inheritance Tax Planning
• Succession Planning
• Tax Planning
• Tax Structuring
• Tax Advice
• Wealth Management
• Investment Portfolio Management
• International Savings & Investment Options
• Investment Review
• Private Banking Advice
• Property Portfolio Advice
• Insurance & Family Protection
• Education Fee Advice & Planning
• High Net Worth & Ultra High Net Worth
• Private Client Wealth and Estate Planning
• Complex Multi-Jurisdictional Financial Planning
• Cashflow Forecasting & Modelling
Qualifications & Awards
Chartered UK Financial Planner (CII)
US Registered Investment advisor (SEC Regulated)
UK Pension Transfer Specialist (CII)
Certificate in UK Mortgage Advice (CII)
Certificate in UK Equity Release (CII)
Chartered Insurance Institute (UK)
Series 65 - NASAA Uniform Investment advisor Law (USA - FINRA)
AF7 - Pension Transfers (CII)
AF8 - Retirement Income Planning (CII)
First Class Honours - Accounting and Finance
Regions Covered
While living in the USA and before meeting Mathew, we had concerns about our British pension and how it was invested. We have now been working with Mathew as our financial advisor for the last few years and we are so impressed with his knowledge, expertise, and professionalism. He is always... Read Full Quote
I would highly recommend Mathew for wealth management needs. I have been working with Mathew for the past two and a half years and, as an expat in the US, Mathew has helped me navigate the complexities of UK pensions. Throughout that time he has provided expert knowledge and advice in a way that... Read Full Quote
I first met Mathew when the company I worked for decided to restructure our company pension scheme in 2019. He was one of two advisors brought in to help the employees through the process and I was immediately impressed with his ability and professional manner, so much so that he has been my... Read Full Quote
I highly recommend AHR PRivate Wealth and Mathew. Being an academic with little time AHR and Mathew have guided me through a move to the US, and how to invest my UK pension. Regular meetings with Matthew keep me updated. It is just an excellent service! Highly recommended to people like me!
Mathew is an excellent advisor. He maintains regular communication and builds solid relationships. He resolved many issues with my portfolio, reduced my charges and gave me full confidence it was managed effectively