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.
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
Education
- Chartered Insurance InstituteLevel 6 Advanced Diploma in Financial Planning
- LIBFLevel 5 Diploma in Trading and Finanical Analysis, Investments and Securities
- University of LincolnBachelor of Science - BSc (Hons), Economics
Skills & more
Leadership19Communication12Teamwork19Microsoft Office11Microsoft Excel11Financial PlanningWealth Management ServicesInsuranceProject ManagementTechnical WritingQuality Control1Client Relations1
+12 more
Retirement PlanningInvestment ManagementRisk ManagementCustomer ServiceResearchSalesSocial MediaFundamental AnalysisTechnical AnalysisInternational EconomicsEconomic Data AnalysisForeign Currency- 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
- Where does Matt Finch work?
- Matt Finch is Director - Wealth Management at Bentley Reid.
Same school
Also attended Chartered Insurance Institute8
Megan MontagueFinance Operations Manager at Eos Venture Partners LimitedNick DaviesOperating Partner at Agman PartnersMark KaletaHead of Compliance at OakglenMike WinstanleyDirector - Wealth Management at Bentley ReidAjit K MenonChief Operating Officer at Vivriti CapitalEdward KeelanB2B Software at Octopus Ventures
+ 2 more
Also attended LIBF9
Nyasha ChidumeAnalyst at Arts AllianceMilena Bacalja PerianesEvidence and Impact Mentor at UNICEF Innovation FundEd BradburnDeputy Fund Principal at Frontier Development CapitalKieren Turner-OwenInvestment Director at Frontier Development CapitalMarco CerroneInvestment Manager at The FSE GroupRob WardInvestment Manager at The FSE Group
+ 3 more
Also attended University of Lincoln10
Dario VasquezProgram Manager at The Innovation SpaceNajam KidwaiVenture Partner at Frontier VenturesLarissa-Patricia NauePartner People Excellence at Hannover Finanz GmbHAva GlennWealth Management Executive at Bentley ReidRob QuirkCMO at Tempting VenturesFlorian Le VavasseurCompany Officer at MBO+
+ 4 more
Shared employers
Also worked at 7IM1
Also worked at AmplifyME5
Also worked at British Army18
Mimi YagoubHead of Operations and Communications at One Way VenturesAlexander StevensVenture Partner at Planet A VenturesAsh RustManaging Partner at Sterling RoadMartin RigbyManaging Director at ETCapitalPeter HorsburghFounder and Venture Partner Emeritus at ETF PartnersDan HynesPartner at Atomico
+ 12 more