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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)
Matt: together at AmplifyME
×10Matt: together at Bentley Reid

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

Experience

  1. Bentley ReidDirector - Wealth Managementcurrent2024 — presentLondon, United Kingdom
  2. 7IMAssociate Director - Private Clients2022 — 2024London, United Kingdom
  3. UnividualChartered Financial Planner2019 — 2022London, United Kingdom
  4. AmplifyMEGlobal Markets Analyst2018London Area, United Kingdom
  5. British ArmyOfficer Cadet2016 — 2017Greater Nottingham

Skills & more

Financial PlanningWealth Management ServicesInsuranceProject ManagementTechnical WritingQuality Control1Client Relations1Retirement PlanningInvestment ManagementRisk ManagementMicrosoft Office11Customer Service8
+8 moreMicrosoft 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

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