Matt Millard CertPFS

Independent Financial Adviser

Matt has worked in financial services since leaving university in 1997. Originally working as a Financial Adviser for 13 years (and eventually running his own practice), Matt left the industry in 2010 to specialise in advanced tax planning.

After a successful career advising on advanced tax planning solutions, Matt returned to the industry and joined Niche in November 2017. He brings a wealth of experience in taxation and dealing with high net worth individuals and company directors. He is currently studying towards the Diploma in Regulated Financial Planning.

Outside of work Matt is a keen golfer and one of the founding Directors of Boardroom Golf, a business designed to enable company directors and business owners to network in a relaxed environment whilst playing golf on the best local courses.

Matt’s other passions are skiing and supporting the Cardiff Devils Ice Hockey team. He is married to Claire and has two children.

Qualifications

BA (Hons) Sport & HMS

Unit 1 - Financial Services, Regulation and Ethics

CeMAP – Certificate in Mortgage Advice and Practice

FP1 – Financial Planning Certificate 1

FP2 – Financial Planning Certificate 2

FP3 – Financial Planning Certificate 3