Book a Discovery Call
Find out how we can help you in 15 minutes.
AHR Group has been acquired by Titan Wealth and is now operating as Titan Wealth International
Private Wealth Team Director
Having worked in the Financial Services industry for the last 8 years, Mathew has a depth of experience both in the UK and Overseas.
Mathew spent a number of years as a Financial Planner for one of the top 10 advisery firms in the UK as voted by the Financial Times, where he focused on wealth structuring and tax planning for high net worth individuals.
As well as his First Class Honours degree in Accounting & Finance, Mathew is a UK Chartered Financial Planner and a licensed UK Pension Specialist with the Chartered Insurance Institute (CII).
Mathew provides US and UK cross boarder advice for clients in the US and overseas, on all their financial planning requirements as a registered Investment adviser under the SEC.
Areas of Expertise
Qualifications & Awards
Chartered UK Financial Planner (CII)
US Registered Investment adviser (SEC Regulated)
UK Pension Transfer Specialist (CII)
Certificate in UK Mortgage Advice (CII)
Certificate in UK Equity Release (CII)
Chartered Insurance Institute (UK)
Series 65 - NASAA Uniform Investment adviser Law (USA - FINRA)
AF7 - Pension Transfers (CII)
AF8 - Retirement Income Planning (CII)
First Class Honours - Accounting and Finance
Regions Covered
While living in the USA and before meeting Mathew, we had concerns about our British pension and how it was invested. We have now been working with Mathew as our financial adviser for the last few... Read Full Quote
I would highly recommend Mathew for wealth management needs. I have been working with Mathew for the past two and a half years and, as an expat in the US, Mathew has helped me navigate the... Read Full Quote
I first met Mathew when the company I worked for decided to restructure our company pension scheme in 2019. He was one of two advisers brought in to help the employees through the process and I was... Read Full Quote
I highly recommend Titan Wealth International PRivate Wealth and Mathew. Being an academic with little time Titan Wealth International and Mathew have guided me through a move to the US, and how to... Read Full Quote
Mathew is an excellent adviser. He maintains regular communication and builds solid relationships. He resolved many issues with my portfolio, reduced my charges and gave me full confidence it was... Read Full Quote