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