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Matthew Fee

Private Wealth Adviser

Matthew is a UK Level 4 qualified financial adviser 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 prioritises the cultivation of professional and personal connections with clients, earning recognition for his commitment to excellence.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Retirement Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Wealth Management
  • Tax Planning
  • Private Client Wealth and Estate Planning
  • International Savings & Investment Options
  • Cashflow Forecasting & Modelling
  • Education Fee Advice & Planning
  • Insurance & Family Protection
  • Investment Portfolio Management

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

Member of Chartered Institute For Securities & Investment

Regions Covered

  • Worldwide

Recognition