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