Matt Smith

Financial Planner

At work

Matt works alongside Heather to help Dominic with his annual reviews as well as supporting him with ongoing client needs.
Matt has recently qualified as a financial adviser, and helps clients to find fulfilment through making smart financial decisions with his guidance.

Qualifications

At home

Away from the office, Matt enjoys playing sport.

In the spotlight

On an ideal weekend, you can find me

Watching or playing sport by day and beer garden by night

When the dessert menu arrives, I’m looking for

Basically anything

My pet peeve is

Slow walkers

Our team

Our people are central to everything we do. With a wide range of specialist expertise, they’re committed to delivering the best possible service for our clients.

View all

Stephen Cooper

About
Stephen

Senior Financial Consultant

Ellis Scott

About
Ellis

Head Mortgage and Protection Adviser

Dominic Andersen

About
Dominic

Chartered Financial Planner

Donna Morgan

About
Donna

Mortgage and Protection Adviser

Heather Closier

About
Heather

Practice Manager

Scottsdale
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