Biography
As a specialised Chartered Financial Planner, my role revolves around assisting personal injury clients in achieving financial stability and peace of mind. Having an expert understanding of the intricate financial challenges that often accompany personal injuries allows me to help provide valuable financial planning advice to my clients, trustees, and deputies. I began my financial services career in 2009 and have been giving regulated advice since 2014.
Qualifications
Chartered Financial Planner
What inspired you to get into financial services?
I started out working for a bank and really enjoyed the intricate workings of the financial world. I wanted to be able to support as many clients as possible with what can be a difficult and challenging area, I therefore got qualified at the highest level to be able to provide good quality financial advice to as many people as I can.
What do you enjoy most about your role?
I take pride in building strong, long-term relationships with my clients and their families. I most enjoy being able to make a meaningful difference to my clients lives and ease any financial pressures that they may face with careful and strategic financial planning.
What do you do away from the office?
Away from the office, I thrive on a mix of activities that keep me energized and connected. I cherish quality time with friends and family, whether it’s a cozy dinner at home or an adventurous day out. Staying active is a big part of my life, so you’ll often find me at the gym or hitting the trails for a run. The beach is my ultimate escape. There’s nothing quite like the sound of the waves whilst soaking up the sun.
Testimonials:
“I feel very supported by the team and my financial advisor Matt Bourn. I have a brain injury so struggle with overwhelm, large amounts of information and processing bigger decisions and I’m so glad we have Matt on board to advise us! He’s been incredible for me and for my wife. Matt explains everything well and makes big numbers sound understandable. He is patient and compassionate for our situation and what we have been through. The rapport is golden! Matt is good energy to be around. Very much looking forward to working with Matt more over the coming years.” Mr W, Client
