Matthew Smalley (BSc Hons)
Managing Partner at TallRock Capital- Claim this Profile
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Bio
Mary Barrett
Matt is a very experienced and mature Financial Advisor. His diligent and trustworthy approach is reliable and thought through. His ability to build and maintain relationships in an industry that can appear not to care is paramount to his evidenced long term success. If you are searching for a well informed and tested Financial Advisor who you can rely on please contact Matt as I know he will take care of you.
Adam Searl
Matt has been looking after my Financial Adviser needs for more than 5 years and I have always been very impressed with his professional, well informed and proactive approach. Matt makes an effort to keep in touch to stay updated on my needs (even if just to confirm that the status quo is the right way forward!), and I particularly appreciate a few occasions when he has been very willing to pull in relevant expertise from his wider network for 'non-core' requirements - both in UK and Singapore. Perhaps the strongest evidence to support my recommendation here is that I did not hesitate to move Financial Adviser firms with him when he recently took on a new challenge with AAM. Keep up the good work, Matt! Adam Searl
Mary Barrett
Matt is a very experienced and mature Financial Advisor. His diligent and trustworthy approach is reliable and thought through. His ability to build and maintain relationships in an industry that can appear not to care is paramount to his evidenced long term success. If you are searching for a well informed and tested Financial Advisor who you can rely on please contact Matt as I know he will take care of you.
Adam Searl
Matt has been looking after my Financial Adviser needs for more than 5 years and I have always been very impressed with his professional, well informed and proactive approach. Matt makes an effort to keep in touch to stay updated on my needs (even if just to confirm that the status quo is the right way forward!), and I particularly appreciate a few occasions when he has been very willing to pull in relevant expertise from his wider network for 'non-core' requirements - both in UK and Singapore. Perhaps the strongest evidence to support my recommendation here is that I did not hesitate to move Financial Adviser firms with him when he recently took on a new challenge with AAM. Keep up the good work, Matt! Adam Searl
Mary Barrett
Matt is a very experienced and mature Financial Advisor. His diligent and trustworthy approach is reliable and thought through. His ability to build and maintain relationships in an industry that can appear not to care is paramount to his evidenced long term success. If you are searching for a well informed and tested Financial Advisor who you can rely on please contact Matt as I know he will take care of you.
Adam Searl
Matt has been looking after my Financial Adviser needs for more than 5 years and I have always been very impressed with his professional, well informed and proactive approach. Matt makes an effort to keep in touch to stay updated on my needs (even if just to confirm that the status quo is the right way forward!), and I particularly appreciate a few occasions when he has been very willing to pull in relevant expertise from his wider network for 'non-core' requirements - both in UK and Singapore. Perhaps the strongest evidence to support my recommendation here is that I did not hesitate to move Financial Adviser firms with him when he recently took on a new challenge with AAM. Keep up the good work, Matt! Adam Searl
Mary Barrett
Matt is a very experienced and mature Financial Advisor. His diligent and trustworthy approach is reliable and thought through. His ability to build and maintain relationships in an industry that can appear not to care is paramount to his evidenced long term success. If you are searching for a well informed and tested Financial Advisor who you can rely on please contact Matt as I know he will take care of you.
Adam Searl
Matt has been looking after my Financial Adviser needs for more than 5 years and I have always been very impressed with his professional, well informed and proactive approach. Matt makes an effort to keep in touch to stay updated on my needs (even if just to confirm that the status quo is the right way forward!), and I particularly appreciate a few occasions when he has been very willing to pull in relevant expertise from his wider network for 'non-core' requirements - both in UK and Singapore. Perhaps the strongest evidence to support my recommendation here is that I did not hesitate to move Financial Adviser firms with him when he recently took on a new challenge with AAM. Keep up the good work, Matt! Adam Searl
Experience
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TallRock Capital
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Singapore
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Financial Services
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1 - 100 Employee
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Managing Partner
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Oct 2022 - Present
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AAM Advisory Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Senior Financial Planner
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Apr 2018 - Present
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Vice President – Wealth Management
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Feb 2020 - Oct 2022
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Vice President – Wealth Management
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Feb 2020 - Oct 2022
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iFS - International Financial Services
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Singapore
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Financial Services
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1 - 100 Employee
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Assistant Director at IFS, Expat Wealth Management
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Apr 1998 - Feb 2018
Around 19 years in Asia providing licensed independent expat financial services, offering a comprehensive range of personal expat wealth management and financial services solutions to clients in areas such as Savings, Investments, Insurance, Family Protection and Life Insurance, Critical Illness Protection, Retirement and Pension Planning, Reviewing Existing UK pensions, QROPS / SIPPS, Children's Education and University Planning, IHT and Tax Planning, Wills. Around 19 years in Asia providing licensed independent expat financial services, offering a comprehensive range of personal expat wealth management and financial services solutions to clients in areas such as Savings, Investments, Insurance, Family Protection and Life Insurance, Critical Illness Protection, Retirement and Pension Planning, Reviewing Existing UK pensions, QROPS / SIPPS, Children's Education and University Planning, IHT and Tax Planning, Wills.
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Relationship Manager
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1996 - 1998
Servicing key client accounts such as Kellogs, Coca-Cola, Sainsburys, Tesco Servicing key client accounts such as Kellogs, Coca-Cola, Sainsburys, Tesco
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Education
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1991 - 1995
Coventry University
BSc Hons, European Business Studies, Economics and Spanish -
1998 - 2012
Singapore College of Insurance
M5, M8, M8A, M9, M9A, Health Insurance -
2011 -
Financial Planning Association of Singapore
Associate Financial Planner
Community
