Matthew brings with him considerable experience in working with high net worth families, entrepreneurs and charities to advise and structure their wealth strategies and investments in order to meet their financial goals.
Prior to joining Vestra, Matthew spent eight years as a director and senior private banker at Barclays Wealth and Investment Management where he managed high net worth clients. Matthew started his financial career with Rowan Dartington before joining Barclays Wealth in 2007.
Matthew has also enjoyed a successful cricket career representing both Gloucestershire CCC and England.
Matthew joins Andrew Davies, Head of the Bristol office, and Robert Nye, Wealth Manager.
Vestra was created by Founding and Senior Partner, David Scott, in 2008 who did not want Vestra to manufacture or sell in-house products or to have product sales targets. Vestra’s focus is to provide clients with clear, unbiased advice with understanding clients at the heart of its founding principles. The establishment of an office in Bristol further supports the level of service the firm can provide to those clients who are based in the South West.
Andrew Davies, Head of Bristol office said: “Matthew’s appointment enhances our ability to provide a valuable full wealth management service to the South West region. He has earned the trust and respect of his clients and will further support our focus on providing a high level of service to all our clients.”