Mathew holds the Diploma in Financial Planning and is a Chartered Financial Planner. He is a member of the Personal Finance Society, the UK’s professional body for financial advisers.
Mathew has been working in the industry since 1997, focusing on the Employee Benefits sector since 2001. Since that time, Mathew has gained valuable experience managing portfolios of Group Pension, Auto Enrolment, Health and Protection schemes, dealing with all aspects of the business from design and implementation through to ongoing advice and support to both corporate clients and their employees.
Mathew and his clients joined Wingate in 2018 after working for PQR Financial Planning Ltd for 10 years following their acquisition by The Private Office.
At Wingate, Mathew is one of our Strategic Employee Benefit Consultants who specialises in Online Benefit Platforms, Auto Enrolment, Company Pensions, Group Risk & Healthcare.
Mathew lives with his family in Dorking and in his spare time enjoys managing a little league football team and following his sons progress with Fulham FC academy. He is a keen cyclist and swimmer.
Exclusively focused on UK organisations with employee headcounts of up to 1000, the data and conclusions shared in this report are directly relevant to companies of this size and profile.