Matt Wiltshire BSc DipPFS Cert CII (MP)
Ops Director | Independent Financial Adviser
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.
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