Matthew Fee

Senior Associate

Matthew is a UK Level 4 qualified financial adviser, holding a CISI Investment Advice Diploma (IAD).

With a solid educational background and years of industry experience. He is a results-driven professional, known for his relationship-building approach, earning recognition for his commitment to excellence.

Qualifications & Awards

CISI Level 4 Diploma in Investment Advice

International Introduction to Securities & Investment

UK Regulation and Professional Integrity

Financial Planning and Advice

Investment, Risk & Taxation

Level 4 Certificate in Paraplanning

Regions Covered

  • Worldwide