Matthew S.

Experience

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  BDO Stoy Hayward

  Apr 1997 - Dec 2001

  Consultant

  I started as a trainee consultant specialising in employee benefits and progressed to consultant. Advice was mainly on insured pension arrangements, group risk and business protection, however there was an element of individual advice work. Responsibilities included ongoing client management and development, seeking increased income through exploring new business opportunities.

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  Aon

  Dec 2001 - Mar 2006

  Employee Benefit Consultant

  Consultant specialising in employee benefits, specifically insured arrangements, SIPP/SSAS, Group Risk and Business Protection. Was also part of a central project team to help develop response and strategy to Pensions Simplification legislation in 2006.

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  Origen Financial Services Limited

  Mar 2006 - Sept 2012

  Private Client Manager

  Started on a Business Development basis to increase corporate business as part of the Edinburgh Region. Subsequently promoted in 2010 to carry out a dual role - business development, including client relationship management, on both a corporate and individual client basis; and management and development of a team of four consultants in Edinburgh. This scope increased in 2011 to include the Newcastle office and the three consultants based there, with the role expanded to manage and develop large corporate, professional connection and SME relationships over the Scotland and Newcastle regions. Part of the national management team tasked with uplifting performance, providing training and development and managing risk within the business.Qualified to DipPFS level and attained Statement of Professional Standing. Show less

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  Sutherland Independent Ltd

  Sept 2012 - now

  Chartered Financial Planner

  Working with clients to help them understand the most important things in their lives, and provide financial planning and solutions in order to help them achieve a life well lived. Registered Life Planner graduate from the world renowned Kinder Institute; Chartered Financial Planner Status, holding Advanced Diploma in Financial Planning, including Advanced Papers in : Taxation & Trusts; Pensions & Pension Transfers; Business Financial Planning; and Financial Planning Process. Also papers in Equity Release and Long Term Care. Show less