See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Matt Woodhead profile image

Matt Woodhead

Chartered Financial Planner at Clwyd Consultancy (part of the 2plan national IFA)
Intro Book
Matt Woodhead, a Chartered Financial Planner with 25 years of experience, is based in Denbighshire, Wales, speaking English, French, German, and Spanish, and skilled in Financial Advisory, Wealth Management, and more.
  • Claim this Profile
Location
Rhyl, Wales, United Kingdom, GB
Languages
  • English -
  • French -
  • German -
  • Spanish -
Skills
  • Financial Advisory
  • Wealth Management
  • Retirement Planning
  • Financial Services
  • Investments
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Matt Woodhead, Chartered Financial Planner, is a seasoned expert in financial advisory services, boasting a decade of experience in guiding individuals and businesses through complex financial planning needs. With a strong foundation in financial planning and services, Matt has held various leadership positions, including Director and Principal, at prominent firms such as Woodhead Wealth Management and PFPSWM. His expertise spans a wide range of areas, including wealth management, retirement planning, and portfolio management. Fluent in English, French, German, and Spanish, Matt brings a unique perspective to his clients, fostering long-term relationships built on trust and understanding.

Credentials

  • Fellow of the Chartered Insurance Institute
    Chartered Insurance Institute

Experience

  • Clwyd Consultancy (part of the 2plan national IFA)
    • Denbighshire, Wales, United Kingdom
    • Chartered Financial Planner
      • Jan 2023 - Present
      • Denbighshire, Wales, United Kingdom

      I am pleased to announce that I am back as an Independent Financial Adviser, after being tied to a company for the last 9 years. I firmly believe that being independent gives me the freedom to seek out the best solution from the whole marketplace rather than a small pre selected selection. By partnering with 2Plan i have the backing of a National Independent Advice company to help me develop my business in new areas. I believe in building long term relationships, helping people and businesses with their financial planning needs. Over the years I have helped many businesses from inception to retirement. It has been my privilege to help many individuals buy their first home and aid them in their journey through life.

  • PFPSWM
    • Chartered Financial Planner
      • Apr 2021 - Nov 2022

  • Woodhead Wealth Consultancy Limited, Partner Practice, St. James's Place Wealth Management
    • St Asaph
    • Director
      • Jul 2017 - Oct 2021
      • St Asaph

      My aim is to provide the best possible advice and on-going service to a wide variety of both individual and business clients. I am a fellow of the CII and have a keen interest in self development.

  • Woodhead Wealth Management, Partner Practice of St. James Place Wealth Management
    • Dukinfield
    • Principal of Woodhead Wealth Management, Partner Practice of St. James's Place Wealth Management
      • May 2013 - Jul 2017
      • Dukinfield

      A Fellow of the CII providing holistic and professional advice to a wide variety of Individual and Business clients

  • Walker Woodhead Financial Planning Ltd
    • Bury
    • Director
      • Aug 2009 - Mar 2013
      • Bury

      Aiding both individual and business clients plan for their financial planning needs

  • Buckles Investment Services Ltd
    • Rhyl
    • IFA
      • Sep 2003 - Aug 2009
      • Rhyl

  • MS Estates and Financial Services
    • IFA
      • Feb 2000 - Sep 2003

  • Royal London
    • Wilmslow
    • Pensions Development
      • Jul 1990 - Feb 2000
      • Wilmslow

Education

  • 2003 - 2013
    Chartered Insurance Institute
    Fellow of the CII, Financial Planning and Services
  • 1995 - 2010
    Chartered Insurance Institute
    Fellowship of the CII, Financial Planning and Services
  • 1992 - 2005
    Chartered Insurance Institute
    Fellow, Financial Planning and Services
  • Todmorden High Sc

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles