"Players win games, teams win championships."
Bill Taylor (1929-2011)
WHO WE ARE
Chartered Financial Planner
Matt has over nearly twenty years' experience of advising clients within the financial services industry, having held successful positions as both an independent and restricted adviser. During this time he has accumulated a broad range of financial services experience, including advising on investments - both for growth and/or income, retirement and inheritance tax planning and life insurance solutions for clients spread across Norfolk and Suffolk.
Matt joined Capital Tower in early 2016 having previously worked with a large regional Building Society. He believes that by joining a truly independent financial advice firm he is able to offer his clients a superior level of services and put them at the heart of everything he does. He believes knowledge and honesty are the pillar stones for building long term relationships with his clients.
Matt has the Chartered Institute of Insurance (CII) title of Chartered Financial Planner which is a widely accepted 'gold standard' qualification for professional financial planners and financial advisers in the United Kingdom. Having achieved this he then went on to complete a Fellowship of the FPS which is the highest qualification awarded by the CII. Some of his exams include a certificate in Discretionary Investment Management, Advanced Tax and Trust Planning (AF1), Advanced Investment Planning (AF4) and Advanced Pension Transfer (AF7) exams.
Outside of work he enjoys spending time with his family and is a competitive cyclist and keen follower of football.
We seek to achieve a fair reward for the work we do. We are not cheap, nor are we expensive, what we are is exceptional value for money.
We offer a brief initial consultation to new clients at no cost to them. Every fee package will be different depending upon the amount of work we do and the level of ongoing service provided. Be assured that written fee proposals will be provided in advance and will always be agreed with you beforehand.
To provide you with the right advice and guidance at the right time, in a friendly and efficient manner.
JOHN DONEY | MANAGING DIRECTOR