Matthew Walne BA (Hons) DipPFS RLP®RLPlogo-profileISO22222

The Personal Finance Director™

Managing Director | Lifestyle Financial Planner | Registered Life Planner ®

Matthew likes to spend time with his young family. With his wife, Jo, they like taking their two sons, Jude and Ellis, to farms parks, zoos and swimming. They enjoy holidays to Greek Islands and Turkey as they love the laid back lifestyle, great weather and of course the food.

Matthew enjoys Scuba Diving and is PADI Open Water qualified and is very passionate about Sharks but doesn’t combine the two. He’s also a Leicester City fan and enjoys watching most sports although his participation in them isn’t too frequent these days! He’s also a keen lover of rock music, sci-fi films and reading books.

“I get to wake up everyday to do something I love. I get to inspire people to do the things that inspire them. It’s the most wonderful thing in the world. In fact the best part is trying to figure out all the ways that I can do that. It’s amazing.” – Matthew Walne

It won’t surprise you to learn Matthew got into financial planning and providing financial advice because he believes his continued work improves the long-term financial situation of his clients’ and their families which has a direct and positive influence on their whole lives.

“I’ve learnt from some of the best in the business and some great thought leaders and will continue to learn, which can only benefit my clients.”

His main area of speciality is looking after owners of small family businesses, who are typically 5-10 years away from retirement, in helping with their exit strategy.  Significantly this tends to centre around retirement planning and turning hard earned capital into income that won’t run out.

In an elite group of financial planners in the UK, the 100th to be accredited with BS ISO 22222.2005, Matthew continues his progress towards being a Chartered & Certified Financial Planner.

Matthew was recently voted amongst the Top 200 IFAs in the country.

He has over 16 years in financial services, having started at junior level with Sedgwick Noble Lowndes after graduating from De Montfort University with an honours degree in Economics.

View Matthew’s Statement of Professional Standing SPS

Matthew is a member of the following:

  • Personal Finance Society
  • Chartered Institute of Securities & Investments
  • The Kinder Institute of Life Planning