Matthew has worked in a number of areas across financial services and wealth management, including compliance, paraplanning, adviser support, financial advice and operations. Having spent time in both technical and client-facing roles, he brings a broad understanding of the advice process and the people who make it happen.

Holding Chartered status through the London Institute of Banking & Finance, Matthew built his career through professional qualifications and hands-on industry experience. Prior to joining Oculus as Operations Manager, he led paraplanning and business support teams before spending time working directly with clients as a Financial Adviser.

Outside of work, Matthew enjoys reading, music and spending time with his dog, Monty. Having spent most of his childhood in Spain and having spent time travelling, he enjoys experiencing different places, cultures and perspectives.