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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
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
Matthew Fee is an excellent Financial Advisor. Very helpful and is always willing to go out of his way to make sure you know what your investments entail and are happy with the investments. He is... Read Full Quote
Matthew has been assisting me with my financial goals for a couple of years and I am extremely satisfied with his service. He is an excellent communicator where he will regularly update me on current... Read Full Quote
I've been working with Matthew for over a year now. He's been a great support in helping me make informed decisions on where best to allocate my finances in line with my life's needs and wants. He... Read Full Quote
Matthew has been very helpful in helping me analyse and model financial plans, in order to help me to get to the right decisions. He adds a lot of value, and I am very grateful for his help.