As one of three finalists, he is delighted to be recognised by the Personal Finance Society (PFS) reflecting the hard work that he has put into his business and its investment strategy since launching Milford & Dormor Financial Planning Financial Planners in February earlier this year.
Matthew says: “I am incredibly proud and honoured to receive this award. I am passionate about giving trusted advice, promoting the value of the Chartered status with the combination of qualifications, skills and high ethical standards.”
Receiving a Chartered Award from the PFS, the UK’s foremost professional body in the retail investment sector, represents the ultimate endorsement of excellence and professional achievement.
Matthew, as part of his on-going commitment to deliver exceptional investment advice, is currently offering free, no commitment, portfolio reviews to all investors by appointment, and drop in Pensions Clinics on Thursday mornings from his offices at the Greenkeepers Cottage at Exeter Golf & Country Club.
For more details, Devon Life.