Matthew Walne BA (Hons) DipPFS RLP®
The Personal Finance Director™
Managing Director | Lifestyle Financial Planner | Registered Life Planner ®
Matthew and his wife, Jo, like spending time with their two young sons, Jude and Ellis. They love to go to farm parks, zoos and swimming. They enjoy holidays to the Greek Islands as they love the laid back lifestyle, great weather and of course the food.
Matthew enjoys Scuba Diving and is PADI Open Water qualified. He’s passionate about sharks but doesn’t combine the two. He’s also a Leicester City Season Ticket Holder and enjoys watching most sports – although his participation isn’t too frequent these days! He does however coach a grassroots football team, Quorn Juniors U8s and holds the FA Level 1 in Coaching Football qualification. He’s also a lover of rock music, sci-fi films and reading books.
“I get to wake up everyday to do something I love. I get to inspire people to do the things that inspire them. It’s the most wonderful thing in the world. In fact the best part is trying to figure out all the ways that I can do that. It’s amazing.” – Matthew Walne.
Matthew got into financial planning and providing financial advice because he believes his work improves his clients’ and families’ long-term financial situation. And this has a direct and positive influence on their whole lives.
“I’ve learnt from some of the best in the profession and will continue to learn, which can only benefit my clients.”
His main specialism is looking after owners of small family businesses, who are typically 5-10 years away from retirement. He helps, with their exit strategy. Significantly this tends to centre around retirement planning and turning hard-earned capital into income that won’t run out.
In an elite group of financial planners in the UK, the 100th to be accredited with BS ISO 22222.2005 (since 03/05/2013), Matthew continues his progress towards being a Chartered & Certified Financial Planner.
Matthew was recently voted amongst the Top 200 IFAs in the country.
He has over 19 years experience in financial services, having started at junior level with Sedgwick Noble Lowndes after graduating from De Montfort University with an honours degree in Economics.
View Matthew’s Statement of Professional Standing SPS
Matthew is a member of the following:
- Personal Finance Society
- Chartered Institute of Securities & Investments
- The Kinder Institute of Life Planning