Where does Matt Finch work?

Matt Finch is Director - Wealth Management at Bentley Reid.

Where did Matt Finch go to school?

Matt Finch studied at Chartered Insurance Institute (Level 6 Advanced Diploma in Financial Planning); LIBF (Level 5 Diploma in Trading and Finanical Analysis, Investments and Securities); University of Lincoln (Bachelor of Science - BSc (Hons), Economics).

Matt Finch

Investor

Director - Wealth Management at Bentley Reid

London, England, United Kingdom

Find your path to Matt

137 people in our graph share verified history with Matt — schools, employers, funds. One of them is your warm intro.

Auguste FagniezunlockedMatt: together at AmplifyME (2018)

×6Matt: together at British Army

×2Matt: together at Chartered Insurance Institute

×2Matt: together at University of Lincoln

About

Matt Finch is a Director of Wealth Management at Bentley Reid, where he advises high-net-worth individuals, families, and trusts on financial planning strategies. He holds the Chartered Financial Planner designation from the Chartered Institute of Insurance and maintains additional credentials in pension transfer advice, long-term care insurance, mortgage advice, and securities advice and dealing. Finch is a Fellow of the Personal Financial Society and serves as an industry adviser at Fairfield Enterprise and mentor at The Paraplanner Club.

Contact· self-published, not guessed

m•••@bentleyreid.comreveal

Experience

Bentley ReidDirector - Wealth Managementcurrent2024 — presentLondon, United Kingdom
7IMAssociate Director - Private Clients2022 — 2024London, United Kingdom
UnividualChartered Financial Planner2019 — 2022London, United Kingdom
AmplifyMEGlobal Markets Analyst2018London Area, United Kingdom
British ArmyOfficer Cadet2016 — 2017Greater Nottingham

Skills & more

Financial PlanningWealth Management ServicesInsuranceProject ManagementTechnical WritingQuality Control1Client Relations1Retirement PlanningInvestment ManagementRisk ManagementMicrosoft Office11Customer Service8

+8 more

Microsoft ExcelLeadershipResearchSalesSocial MediaCommunicationTeamworkFundamental Analysis

Level 4 Certificate in Securities Advice and Dealing — Chartered Insurance Institute
Award in Long Term Care Insurance — Chartered Insurance Institute
Level 3 Certificate in Mortgage Advice — Chartered Insurance Institute
Award in Regulated Pension Transfer Advice — Chartered Insurance Institute
Level 6 Advanced Diploma in Financial Planning — Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning — Chartered Insurance Institute

From Matt's professional profile.

Colleagues at Bentley Reid

Ada Cheng

Chief Financial Officer at Bentley Reid

Amy Truong

Associate Director at Bentley Reid

Ann Marie Griscti

Trust Executive at Bentley Reid

Anna Warren

Tax Director at Bentley Reid

Annabel Said

Director - Compliance Officer (Bentley Trust) at Bentley Reid

Ava Glenn

Wealth Management Executive at Bentley Reid

Charlene Micallef

Chief Financial Officer (Bentley Trust) at Bentley Reid

Colin Hamilton

Application Support Manager at Bentley Reid

Frequently asked questions

Who is Matt Finch?: Matt Finch is a Director of Wealth Management at Bentley Reid, where he advises high-net-worth individuals, families, and trusts on financial planning strategies. He holds the Chartered Financial Planner designation from the Chartered Institute of Insurance and maintains additional credentials in pension transfer advice, long-term care insurance, mortgage advice, and securities advice and dealing. Finch is a Fellow of the Personal Financial Society and serves as an industry adviser at Fairfield Enterprise and mentor at The Paraplanner Club.
Where does Matt Finch work?: Matt Finch is Director - Wealth Management at Bentley Reid.
Where did Matt Finch go to school?: Matt Finch studied at Chartered Insurance Institute (Level 6 Advanced Diploma in Financial Planning); LIBF (Level 5 Diploma in Trading and Finanical Analysis, Investments and Securities); University of Lincoln (Bachelor of Science - BSc (Hons), Economics).

Same school

Also attended Chartered Insurance Institute19

Megan MontagueFinance Operations Manager at Eos Venture Partners Limited Nick DaviesOperating Partner at Agman Partners Mark KaletaHead of Compliance at Oakglen Mike WinstanleyDirector - Wealth Management at Bentley Reid Mark SimsManaging Director, Development Equity Funds at British Business Investments A PimentaGeneral Manager at Oakcean Capital

+ 13 more

Also attended LIBF20

Nyasha ChidumeAnalyst at Arts Alliance Rebecca SinclairInvestment Director at WestBridge LLP Milena Bacalja PerianesEvidence and Impact Mentor at UNICEF Innovation Fund Ed BradburnDeputy Fund Principal at Frontier Development Capital Kieren Turner-OwenInvestment Director at Frontier Development Capital Marco CerroneInvestment Manager at The FSE Group

+ 14 more

Also attended University of Lincoln19

Amber JardinePortfolio Manager at Mercia Ventures Najam KidwaiVenture Partner at Frontier Ventures Dániel PappInvestment Director at Solus Capital Zsolt KatonaCEO at Solus Capital Larissa-Patricia NauePartner People Excellence at Hannover Finanz GmbH Ava GlennWealth Management Executive at Bentley Reid