Matthew Fee

Private Wealth Advisor

Matthew is a UK Level 4 qualified financial advisor and holds a CISI Investment Advice Diploma (IAD).

With years of industry experience and a results-driven mindset, Matthew is a recognised professional known for his technical expertise in areas such as UK Pension Advice, home country repatriation planning, asset protection, estate planning, and inheritance tax planning.

In addition to this Matthew takes pride in his relationship-building approach. He prioritizes the cultivation of professional and personal connections with clients, earning recognition for his commitment to excellence.

Qualifications & Awards

CISI Level 4 Diploma in Investment Advice

UK Regulation and Professional Integrity

Financial Planning and Advice

Investment, Risk & Taxation

Level 4 Certificate in Paraplanning

Regions Covered

  • Worldwide