Matthew is the founder and key driver in establishing Aetas Partners. He has over 20 years’ experience in the financial services sector.
Matthew originally trained as a financial adviser and is a passionate and motivated leader, with incisive vision and strategic skills. Matthew specialises in creating strategic connections within the private client ecosystem and is a pioneer in the development of tailored estate and inheritance tax planning solutions.
In his previous role, Matthew was a shareholder and director of a boutique asset management firm where he developed the firm’s multi-asset approach to estate planning and widened its service proposition. He developed an award-winning partner service programme which brought together the key professional services required for a holistic lifetime and estate plan for clients and their advisers.
In 2008, Matthew took a six-month sabbatical in Nepal where he volunteered as an English teacher at a local school in Pokhara. Based in an orphanage and working with the children, he gained a TEFAL qualification and learned some Nepalese in the process.
He joined Close Brothers Investment Limited in 2000 to help set up the property division. He later became the Senior Business Development Manager, where he cut his teeth distributing their range of tax efficient products which included venture capital trusts (VCT), enterprise investment schemes (EIS) and inheritance tax services (IHT) which used business relief (BR).