Managing Director & head of Distribution
Matt (aka Cheeky) joined Casterbridge Wealth in September 2019 to lead the sales and marketing adventures. Before arriving at Casterbridge Matt spent 12 years at Janus Henderson as Associate Director looking after the needs of key independent financial advisers (IFA’s) in the South East. He has spent over 20 years in the Investment profession looking after and nurturing existing relationships whilst building new ones.
Matts primary role at Casterbridge is to look after relationships within the IFA community, ensuring our investment products are meeting their business needs and delivering their clients investments objectives whilst providing the very highest levels of customer service. With such professional qualifications under his belt as the Securities and Futures Authority (SFA) Regulated Representative exam, the Investment Management Certificate (IMC) and the Chartered Insurance Institute (CII) Certificate in Discretionary Investment Management Matt continues to take a proactive role in his and other professionals development.
He is volunteering currently as the membership officer for the Hampshire and Dorset Personal Finance Society (PFS) committee.
When not in work Matt spends time with his young family usually in front of a Barbecue or his pizza oven (a gas one !!!!!) and as a result needs to do a considerable amount of fitness training to work off the calories.