Matt Nelson DipPFS, Certs CII (MP & ER)

Financial Planner and Director

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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.  

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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.

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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