Matthew Birch

Experience

• 

  DeVere United Kingdom

  Jan 2014 - Apr 2017

  Family Wealth Manager

  I worked with my clients by giving bespoke financial advice in many areas including Pensions, Investments, Protection, Tax Planning and Inheritance Tax. Having worked extensively overseas myself, a core focus was helping clients repatriate and integrate their overseas money and investments into the UK financial services system.

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  LighthouseWealth Limited

  Apr 2017 - Jan 2021

  Independent Financial Planner

  At Lighthouse Wealth I was an independent (whole-of-market) adviser working primarily with senior professionals across all industries and also entrepreneurs who are running their own businesses.

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  ABACUS INDEPENDENT FINANCIAL ADVISERS LTD

  Jan 2021 - Dec 2023

  Independent Financial Planner

  I continued as an Independent adviser with Abacus and continuing existing client relationships as well as developing new ones. Long-term planning was at the core of how I worked with clients and looking to enhance their financial wellbeing.

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  Arcus Wealth

  Dec 2023 - now

  Independent Financial Planner

  Working with senior professionals across all industries and also entrepreneurs who are running their own businesses I provide a very personalised and tailored planning process to help individuals, families or small businesses protect, grow and structure their wealth to reach its full potential, as tax-efficiently as possible.This is with the support and structure of a national advice firm that allows me to focus on what I do best, spending time with and looking after my clients. Within this I run my own business and being independent, I am not restricted at all when choosing what is suitable for you. I also work closely with trusted relationships outside of my expertise and where important, connect them with my clients as required. Show less