Matt Weston
Trainee Financial Adviser
Wealth Planning
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- Bishop's Stortford
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Biography
As a trainee financial adviser, I am studying towards my Level 4 Diploma in Financial planning. My goal is to become credible in the field and provide bespoke financial options to our clients.
As a trainee with no prior experience, to observe and learn from the vast knowledge of the financial advisers present at Tees, is an opportunity that could not be passed up and will allow me to achieve my goals.
Delivering what you need.
My background is in customer care for new build homes, and I have vast experience of interacting with and helping customers. Taking the time to understand their concerns, assessing the options and then implementing a positive solution was a daily occurrence.
I believe this is a vital skill that I can transfer over to my role at Tees, creating a personal rapport with our clients and assisting them in achieving their financial goals.
Expertise
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Awards and accreditations
Further information
When not at work, I can be found on long walks, often listening to a podcast. I like to keep fit at the gym, as this is great for your mental and physical state. I am also a football fanatic, watching my beloved Manchester United (normally with my head in my hands) and playing for my local Sunday league team—up the Notley!
Articles from Matt
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