Matt Wiltshire BSc APFS Cert CII (MP)
Co-Managing Director | Chartered Financial Planner
Matt is one of Niche's Co-Managing Directors, helping guide Niche to where it is today and playing a leading role in the advice process. He led the employee ownership purchase of Niche, seeing the firm pass into our staff's hands.
Matt developed a keen interest in retirement planning, specifically business exits, providing a wealth of knowledge in the analysis and management of all investment types. He liaises with a number of other professional services firms on behalf of Niche, presenting specialist financial advice and tax planning opportunities to their clients.
Matt's also passionate about ethical investing, developing the company's ethical proposition - a full investment strategy using only ethical "building blocks". This trading style helps both individuals and charities to invest their funds compassionately, making a positive impact on the world around us.
Matt is a Pension Transfer Specialist and Tax Planning Specialist and boasts a superior knowledge of all aspects of finance. He possesses a number of key qualifications within the profession and has achieved Chartered Status (click here to learn more).
Matt also helped to develop CashCalc, a suite of financial planning tools for Financial Advisers which is now the foremost provider of Cashflow modelling in the finance industry, proudly forming part of the FEFundInfo Advice Hub.
Outside of work, there's nothing more he enjoys than spending time with his family. Married to Kate, he is the proud father to Rosie and Paige.
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Qualifications
Chartered Financial Planner
Advanced Diploma in Financial Planning
Pension Transfer Specialist
Tax Planning Specialist
BSc in Forensic Science
Certificate in Mortgage Advice
AF1 - Personal tax and trust planning
AF3 - Pension Planning
AF5 - Financial Planning Process
AF6 - Senior Management and Supervision
CF1 - UK Financial Services, Regulation & Ethics
CF2 - Investment & Risk
CF3 - Financial Protection
CF4 - Retirement Planning
CF6 - Mortgage Advice
R01 - Financial Services, Regulations & Ethics
R02 - Investment Principles & Risk
R03 - Personal Taxation
R04 - Pensions and Retirement Planning
R06 - Financial Planning Practice
R08 - Pensions update
Awards
IFA / Wealth Manager of the Year 2020 - Finance Awards Wales
Young Achiever of the Year Award 2020 - Cardiff Chartered Institute of Insurance
Top 35 Next Generation Adviser 2018
Top 35 Next Generation Adviser 2017
Top 35 Next Generation Adviser 2016
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