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Matthew Donovan

Matt has worked in the financial service industry since 2015, gaining experience with other local firms before joining us as a Paraplanner in 2017.

 

Since then, Matt has progressed to an adviser role while also working hard to gain his Advanced Diploma in Financial Planning and Chartered Financial Planner status.

 

He has a strong technical knowledge in all areas of financial planning and is passionate about providing clear and effective financial advice which meets both the current and future needs and aims of his clients.

Qualifications

  • Advanced Diploma in Regulated Financial Planning (APFS)

  • Diploma in Regulated Financial Planning (DipPFS)

  • Certificate in Pension Transfer Advice

  • Certificate in Discretionary Investment Management (CertPFS (DM))

  • First Class BA Honours Degree in Business and Finance (BA Hons)

Contact Matthew

Mobile: 07810 811254

PO Box 46,

Upton House

St Margarets Road

Cromer

Norfolk
NR27 9WX

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