Our Team

Matt Smith

Matt has over 14 years’ experience working in various roles across the financial services industry. He started his role as a Mortgage Adviser in 2015 and has gradually been undertaking further qualifications and is now a Financial Planner.
Qualifications & Professional Development
Certs CII (MP & ER)
Mortgage Practice and Equity Release
Personal Interests
Matt and his wife Lindsay have two children, Lewis and Iona. Matt is a keen football fan and plays 5-a-side regularly. He also coaches the local primary school children at weekends. Matt is an avid Sci-Fi fan and enjoys playing computer games with his kids.
Discover your Wealth Personality

Pick up the phone.
Drop us an email.
Stop by for a cuppa.

Our team is here for you, whether you’ve been a client for as long as you can remember or you’re stepping through our door for the first time. We’re always happy to help, and can’t wait to hear from you.

Our Team

Matt Smith

Qualifications & Professional Development

Personal Interests

Discover your Wealth Personality

Pick up the phone. Drop us an email. Stop by for a cuppa.

Join us on social

Edinburgh

Inverness

Inverness

London

Pick up the phone.
Drop us an email.
Stop by for a cuppa.