I want to help clients connect their wealth with their lifestyle; to help answer the question ”will I have enough?”

Matthew Goddard

Head of Financial Planning

Matt has been providing regulated financial advice since 1997 to a wide range of clients, most recently at a specialist wealth management company

His main interest is helping clients connect their wealth with their lifestyle and to help answer the question ”will I have enough?”. He strives to build trusting and long term relationships by providing an excellent ongoing financial planning service. He believes this is essential in order to keep a financial plan on track and to guide clients through the numerous challenges they’ll face.

Matt is a Chartered Financial Planner and a Fellow of the Personal Finance Society; he is also a Chartered Wealth Manager having achieved the globally recognised Certified Financial PlannerTM certification with the Institute of Financial Planning prior to its merger with the Chartered Institute for Securities & Investment (CISI).

In addition Matt is an Affiliate of the Society of Estate and Trust Practitioners (STEP) and sits on the Norwich & Norfolk STEP branch committee. He is also the current ‘Chartered Champion’ for the Norfolk region of the Personal Finance Society working to promote the Chartered Financial Planner status in the local area.

Outside work Matt tries to keep fit by running and the occasional visit to the gym although his two young daughters generally keep him moving enough.

Contact Details

matthew.goddard@chadwicks.co.uk

T 01603 597706

Qualifications

Advanced Diploma in Financial Planning (CII)

Fellow of Personal Finance Society

Chartered Member of the Chartered Institute of Securities and Investment

Chartered Financial Planner

Affiliate Member Society of Estate and Trust Practioners

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Chadwicks Limited is authorised and regulated by the Financial Conduct Authority
Chadwicks Limited is registered in England no:3292960.
Registered address: The Studio, Wattle Cottage, Mangreen, Norwich, NR14 8DD
 

Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk