Matt Smith

Financial Planner

At work

Matt has worked with the Lifetime group since 2019, having graduated with a degree in Banking and Financial Planning from the University of Northampton.

Matt has been involved in a number of roles within the group and joined the team at Scottsdale Lifetime Partners in 2021, shadowing a Chartered Financial Planner.

In 2025, Matt completed his Diploma with the LIBF and attained full adviser sign off through the Quilter network in August. In 2026, Matt started his own chartered level course exams and will aim to achieve the completion of this in 2027.

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.

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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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