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.
“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,” Matthew Clark commented.
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. Moreover, it helps to cement the positive contribution that the Chartered Financial Planner qualification is making to the reputation of financial planning as a trusted and valued profession and sets Chartered Financial Planners apart as the pinnacle of achievement amongst IFAs.
Matthew had to undergo a rigorous 3-stage judging process in the competition, which included an interview in London with board members and external judges of the PFS. The finalists are deemed to have demonstrated a superior ability across a broad range of professional skills and an extraordinary commitment to the advancement of their profession.
Matthew Clark, 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.