Matt Nelson DipPFS, Certs CII (MP & ER)

Financial Planner and Director

What experience do you have?

I have worked in financial services for my entire career. I progressed through a number of roles within the wealth management, IFA and consulting sector.  


I am Protect & Invest's pension transfer specialist.

What do the letters mean?

DipPFS - A member of the Chartered Insurance Institute/Personal Finance Society and holding their Diploma level qualification.

Certs CII (MP & ER) - A member of the Society of Mortgage Professionals and holding their Certificate in Equity Release.

What Qualifications do you hold?

Diploma in Financial Planning

Certificate in Pension Transfer Advice

Certificate in Equity Release

MAQ Mortgage Advice Qualification

AF3 Advanced Pension Planning

AF5 Advanced Financial Planning Process

Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate  Taxation and Trust Advice, Offshore Investments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.


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