Matthew Book

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Matthew at work

Matthew works with Berkshire Financial Planning and the team to assist in shaping and executing their advice. His role includes drafting suitability reports, reviewing current pensions and investments, and ensuring the documentation and advice align with the high standards set by St. James’s Place.

While he does not provide direct financial advice, his expertise spans areas such as inheritance tax, investments, pensions, protection, and elements of taxation.

Matthew holds Chartered Insurance Institute Level 4 diploma in financial advice and a STEP Certificate in Financial Services, Trusts, and Estate Planning.

Matthew at home

When he’s not working, Matthew enjoys spending quality time with his two young children and is passionate about participating in marathons and ultra-marathon events.

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Fairdene
Brackendale Close
Camberley
Surrey
GU15 1HP

tel: 01276 942021

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