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 am a Certified Financial PlannerTM professional, having achieved the CISI Level 7 Diploma in Advanced Financial Planning. I also hold the Level 6 Certificate in Pension Transfers and Planning Advice and the CII CF8 Award in Long Term Care Insurance qualification. I’m also a Chartered Member of the CISI.
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
- CFPᵀᴹ APP Chartered MCSI
- Certified Financial Planner professional
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...