Qualifications

  • CII Level 4 Diploma in Regulated Financial Planning
  • CII Level 4 Diploma in Discretionary Investment Management

Matthew Wild

Financial Planner

Matthew works closely with clients, either as face to face meetings, video or phone calls to analyse their current circumstances and provide holistic advice based on their situation and objectives.

SPS Certificate

Qualifications

Personal

Matthew is married to Claire with a young son.  Matthew is a keen long distance runner, taking part in the Cornwall Road Running GP Series.  He also loves watching American Football supporting the Buffalo Bills.

Spotlight questions

On an ideal weekend, you can find me:

Running along the coastal path or jumping in muddy puddles with my son

My favourite holiday destination is:

New York

My favourite song to play in the car is:

This is how we do (G-Unit)

The first album I bought was:

The Marshal Mathers LP

If I could be any fictional character, I would be:

Willy Wonka (The man owns his own chocolate factory)

When the dessert menu arrives, I’m looking for:

Cheesecake

The three people at my dream dinner party would be:

My mum, my dad and my niece. (They don’t live close so I don’t get to see them very often)

The three qualities that draw me to new people are:

Honesty, Loyalty, Respect

Matthew Wild

Financial Planner

Matthew works closely with clients, either as face to face meetings, video or phone calls to analyse their current circumstances and provide holistic advice based on their situation and objectives.

SPS Certificate

Qualifications

Personal

Matthew is married to Claire with a young son.  Matthew is a keen long distance runner, taking part in the Cornwall Road Running GP Series.  He also loves watching American Football supporting the Buffalo Bills.

Client since

Spotlight questions

On an ideal weekend, you can find me:

Running along the coastal path or jumping in muddy puddles with my son

My favourite holiday destination is:

New York

My favourite song to play in the car is:

This is how we do (G-Unit)

The first album I bought was:

The Marshal Mathers LP

If I could be any fictional character, I would be:

Willy Wonka (The man owns his own chocolate factory)

When the dessert menu arrives, I’m looking for:

Cheesecake

The three people at my dream dinner party would be:

My mum, my dad and my niece. (They don’t live close so I don’t get to see them very often)

The three qualities that draw me to new people are:

Honesty, Loyalty, Respect