Matthew is a Trainee Independent Financial Adviser having attained the CII Diploma in Regulated Financial Planning in November 2025. Matthew works closely with senior management, shadowing and accompanying David Hulse, Head of Department, and Jason Lloyd, Operations Manager in client meetings as he transitions towards conducting client appointments independently, delivering holistic wealth management and estate planning.
Matthew will advise on a broad range of clients, including private individuals and those who have received personal injury or clinical negligence awards. His aim is to provide clear, holistic financial guidance tailored to each client’s long-term needs, with a particular focus on protecting and enhancing their financial wellbeing.
Before stepping into his advisory role, Matthew spent two years as a Paraplanner at Hugh James, where he provided client research, report writing, and the ongoing administration on client affairs. He has substantial experience working alongside trustees, professional deputies, and individuals with complex financial circumstances, supporting some of the most vulnerable people in society.
Matthew is an active member of the Hugh James Independent Financial Advisers Investment Committee, contributing to the regular review and research of investment products and strategies across the whole of the market. His work ensures clients receive access to suitable, high-quality solutions designed to achieve strong outcomes and long-term financial security.
Prior to his career in financial services, Matthew represented Wales as an international golfer for over seven years and worked as a Personal Trainer and Sports Therapist for two years. Experiences that have instilled in him a strong work ethic, discipline, and a commitment to personal excellence.
Expertise
- Wealth management
- Investments
- Pensions and retirement advice
- Family & personal protection
- Business protection
- Charity investments
- Trust planning
- Estate planning and inheritance tax advice
- Professional services advice with regards to divorce, trustee and court of protection cases
Career & memberships
- Cardiff Metropolitan University 2019-2022
- Paraplanner at Hugh James IFA 2023-2025
- CII Diploma in Regulated Financial Planning (DipPFS) November 2025
- Trainee Financial Adviser at Hugh James IFA 2025-Present
- Member of CII and PFS