Matt Conan

Matt Conan

Advising clients since: 1997

Qualifications: Chartered Financial Planner

Areas of expertise: Pre and post retirement planning. US connected individuals.


Matt has extensive experience advising a broad range of clients, from the seasoned investor to those who know only that they should review their situation. While he pays particular attention to his clients’ retirement plans, he believes in a comprehensive approach to financial planning. This involves ensuring his clients have a good grasp of their short- and medium-term goals as well as their long-term ones.

Outside work, most of Matt’s time is spent in Buckinghamshire with his wife and three children. A passionate sportsman, he devotes as much free time as possible to reducing his golf handicap. He is also an avid snowboarder.