A little bit more about our Financial Planner:

Matt Rowe

Get to know Matt:

As a financial planner with Piercefield Oliver for over 8 years, my role is to build financial plans for our clients to comprehend how their longer-term goals can be met with the financial resources they have. This process involves working with clients to model the outcomes of different financial scenarios, which is particularly useful to ascertain the key risks of these plans derailing. Alongside the foundations of Piercefield Oliver’s thorough due diligence process, I produce personalised recommendations to implement appropriate changes which meet clients’ individual needs.

I have achieved CISI Level 7 Diploma in Advanced Financial Planning, a Level 6 Certificate in Pension Transfers and Planning Advice and Level 4 Certificate in Investment Advice. I also hold the CII CF8 Award in Long Term Care Insurance qualification. I’m also a Chartered Member of the CISI. I am extremely driven to continue to educate myself in order to achieve the highest qualifications in industry.

I aspire to helping more millennials navigate the complicated financial environment we find ourselves living in, to educate them on the best ways to reach their goals, that may once have seemed unachievable. It is hugely rewarding.

On a more personal note, I have a passion for the outdoors, particularly overseas travel. Some of my favourite trips have been trekking through the jungles of Borneo, skiing in Canada, driving across the Australian outback and hiking to the bottom of the Grand Canyon. Having just completed my first marathon, my next challenge is to take on a Tough Mudder.

A quick quirky fact about myself? I once travelled 4,199 miles to listen to two men in their 90’s talk about the stock market for 8 hours.

Financial Planner

  • Chartered Member CISI Financial Planning

Book your free 30 minute consultation

Let us help you achieve your life goals by thinking ahead today...

WHEN ARE YOU FREE?

Book your free 30 minute consultation

Let us help you achieve your life goals by thinking ahead today...

WHEN ARE YOU FREE?