Director, Chartered Financial Planner
In 2013, Seabrook Clark Ltd, Milford & Dormor Financial Planning’s parent company became a reality after friends approached Matthew, looking for an independent and trustworthy financial advisor who could look at their situation with holistic eyes. In 2014, Matthew co-founded Milford & Dormor Financial Planning Ltd with Milford & Dormor Solicitors.
Matthew’s qualifications and affiliations speak volumes about his commitment and passion for clients and the sector within which he works. He is a Chartered Financial Planner, Certified Financial Planner, Trust and Estates Practitioner, Later Life Accredited Advisor and a Fellow of the Personal Finance Society. In 2005 and 2006, he was the winner of investment categories of Money Management Financial Planner of the Year. And in 2013, he was one of three finalists for the Chartered Financial Planner of the Year Award.
An outdoor enthusiast, Matthew loves running marathons, road biking and fell walking. And when the weather turns nasty and he’s forced indoors, he enjoys listening to classical music.
Business Development Manager
Outside office hours, Emma enjoys the three components of triathlon. On a slightly less energetic front, she loves fell walking with Percy, her German Shorthaired Pointer.
Outside work he is married with two (twin) children and enjoys playing badminton, cooking, wine and being back in the wonderful Devon countryside. He has degrees in chemistry and law from Exeter University and an MBA from Cass Business School.
Rachael’s role is to lead the team in the office, making sure all processes continue to be carried out smoothly and efficiently, and ensuring that we maintain a first-class service to clients at all times.
Outside work, Rachael enjoys eventing, sailing, gardening and watching Exeter Chiefs.
Senior Technical Assistant
Kerry joined the team in February 2018 and her role is to assist in the advice process and provide high quality technical support to advisers and clients, as well as helping develop the company’s systems and processes.
Outside of work, Kerry enjoys travelling, cooking, supporting Exeter Chiefs and exploring Devon’s beautiful countryside with her dog.
Her focus at Milford & Dormor Financial Planning is on the Investment Desk where she brings energy and passion to the job.
Having already achieved industry benchmark investment qualifications, Bryony is ambitious to develop her qualifications and experience further.
Outside work, Bryony plays golf, is a keen skier and enjoys travelling.
Vessie joined the team in June 2018 and her role on the Investment Desk is to support the investment decision making, process and operations.
Outside work Veselina enjoys going to the gym, drawing and cooking. She has visited a number of countries around the globe and is keen to continue with her travels.
Liz’s role at Milford & Dormor Financial Planning is client services and ensuring efficient administration in a part time capacity.
Outside work Liz enjoys racket sports (most particularly racquetball and badminton) as well as travel, walking and outdoor life in general.