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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Matthew Mai - MSc DipPFS

Matthew began his career in financial services with Hargreaves Lansdown in 2007, shortly after he graduated with an Economics degree as well as a Master’s degree in Public Policy from Bristol University. He has been advising clients for around five years and intends to begin working towards Chartered Status this year.

FCA reference number: MXM02678

Matthew Mai

Qualifications

  • Diploma in Financial Planning
  • BA (Hons) Business Economics
  • AF3 Advanced Pensions
  • Certificate in Life & Pensions
  • Certificate in Long Term Care
  • MSc Public Policy

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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