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Matthew Knowles
DipFA

Private Wealth Director

With a decade of experience studying and working in financial services, Matthew manages complex cross-border needs from the UK to the Middle East.

He specialises in retirement planning, trust services, and offshore tax strategies, delivered through a highly personalised lens. Matthew treats every client relationship as a true partnership, working side-by-side with them to turn long-term goals into reality. Committed to excellence, Matthew holds a BSc (Hons) in Banking and Finance and CII Level 4 qualifications. He believes wealth management should enhance your current and future planning, providing clarity rather than complexity.

By blending ten years of industry expertise with a collaborative philosophy, Matthew ensures that achieving financial security is a transparent, strategic, and ultimately rewarding experience for those he serves.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Pension Planning
  • Retirement Planning
  • Lifetime Allowance Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • Insurance & Family Protection
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth
  • Cashflow Forecasting & Modelling

Qualifications & Awards

CII Level 4 Diploma in Regulated Financial Planning

CertPFS (Securities)

CII Level 3 Certificate in Mortgage Advice

Chartered Insurance Institute (CII)

Regions Covered

  • Middle East
  • Africa
  • Europe Excluding UK
  • Asia