Cert Cii Matthew Manders Dippfs (MP)

Director Of Financial Planning at Charles Stanley Group

Matthew Manders DipPFS, Cert CII(MP) has extensive experience in the financial planning and wealth management industry. Matthew started their career at Duncan Lawrie Private Banking in 2001, where they served as a Pension Trustee Director until 2007. In 2007, they joined Charles Stanley as a Senior Wealth Management Consultant, specializing in tax efficient solutions for investments, pensions, and inheritance tax mitigation. In November 2015, they were promoted to the position of Director of Financial Planning at Charles Stanley.

Matthew Manders DipPFS, Cert CII(MP) attended Millfield School in Somerset. However, the specific years of enrollment, degree obtained, and field of study are not provided.

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Timeline

  • Director Of Financial Planning

    November, 2015 - present

  • Senior Wealth Management Consultant Dippfs Cert CII MP

    January, 2007