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Matt Dickens
Director

Matt Dickens

Financial planning

Areas of expertise

  • Pre-retirement and later life and estate planning
  • Tax mitigation
  • Retail clients and corporates

Experience

  • Sandhurst graduate
  • Ex-KPMG manager
  • US global fund manager
  • Close Brothers Asset Management
  • Tax investment specialist at private equity group

Professional qualifications/memberships

  • Chartered FCSI
  • Chartered Wealth Manager
  • Chartered ALIBF
  • CMgr MCMI

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