Matt Wiltshire BSc DipPFS Cert CII (MP)

Independent Financial Adviser | Managing Director

Matt joined the Niche team in June 2009 after successfully completing a degree in Forensic Science from The University of the West of England. Matt is currently working towards achieving Chartered status.

Having worked as a Paraplanner for a number of years, Matt has progressed to the advice giving process, and is fully qualified - offering advice on all aspects of finance.

He is a pension specialist with expertise in all types of pension rules and even provides advice to other financial advisers for the benefit of their clients, including expert witness services.

Matt offers an analytical approach to his work and professional development, operating with a confident and polite demeanour at all times.

Outside of work, along with Gareth and Tom, Matt runs and organises networking events through Cardiff Young Professionals, a group designed to bring together young business people and professionals through informal networking and social events.

Qualifications

Diploma in Regulated Financial Planning

Pension Transfer Specialist

BSc in Forensic Science

Certificate in Mortgage Advice

AF3 - Pension Planning

AF5 - Financial Planning Process

AF6 - Senior Management and Supervision

CF1 - UK Financial Services, Regulation & Ethics

CF2 - Investment & Risk

CF3 - Financial Protection

CF4 - Retirement Planning

CF6 - Mortgage Advice

R01 - Financial Services, Regulations & Ethics

R04 - Pensions and Retirement Planning

R06 - Financial Planning Practice

Unit 3 - Investment Principles and Risk