As the Client Services Manager at Sovereign Advisors, Matthew brings over 20 years of experience in financial planning administration. His role encompasses a wide range of responsibilities, including pre- and post-Statement of Advice (SoA) work, in-depth research, and client interactions. He specialises in utilizing advanced tools and technologies such as workflow management systems, XPLAN, Microsoft Office, website management, and IT solutions to streamline processes and enhance client experiences.

With formal qualifications in financial planning, Matthew possesses a deep understanding of the industry, enabling him to provide comprehensive support to our clients and ensure their

financial strategies are effectively implemented. His approach is characterised by a blend of professionalism and friendliness, making him approachable and easy to work with. He is proactive in identifying potential issues and finding efficient solutions, always prioritising the best interests of our clients.

Throughout his career, Matthew has been recognised for his ability to deliver innovative solutions that drive business success and improve client satisfaction. His unique value lies in his extensive experience, approachable nature, and commitment to providing exceptional service.