The Finance Planning Group
Matt Stephens is a seasoned professional in the financial services sector, currently serving as Senior Sales Manager at The Finance Planning Group since September 2013, where responsibilities include driving mortgage and protection sales and managing business development. Prior roles at The Finance Planning Group include Business Development Consultant, focusing on account management and advisor training related to insurance policies. Additionally, Matt has worked as a Mortgage & Protection Hero at Mortgage Heroes since April 2019, providing comprehensive financial advice across various mortgage products. Earlier experience includes a position as Mortgage Broker at Sequence (UK) Ltd from August 2011 to September 2013. Matt holds a degree in Media Communications from the University of Gloucestershire and has a strong educational foundation from Solihull Sixth Form College and Lighthall Secondary School.
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The Finance Planning Group
A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business, and the infrastructure to support and develop large AR's. Using the latest technology to acquire leads and then process the application we have also perfected the challenges presented by the every changing demands of the modern consumer. We are very proud of our ability to service customer enquiries in a way that suits them; Living up to our consumer culture of 'It's all about You'. As a business, we have access to a wide portfolio of services from our associated companies including Pensions, Inheritance Tax Planning, Investments, Surveys and insurance. We are always interested in hearing from people who are looking to grow their business. The Finance Planning Group Limited is authorised and regulated by the Financial Conduct Authority.