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Matthew Henry DipPFS

Financial Planner

About Matthew Henry

Number enthusiast Matt is well-versed in all aspects of financial advice. In his five years as Technical Analyst to Michael Stowe, he has gained a wealth of knowledge and experience which he is now putting to good use for the benefit of his own clients as a Financial Planner.

Before joining Lowes back in 2018, Matt’s fascination for figures saw him achieve a first-class degree in Finance and Investment Management at Northumbria University. Matt soon discovered however that interacting and building meaningful relationships with people is where he derives most joy in his role.

Matt’s people-centric approach to finances is not only illustrated by his genuine desire to support his clients on their financial journey, but also through his commitment to building strong connections with like-minded professionals – all with the aim of providing the best outcome for his clients.

“Everyone’s financial situation is unique, so taking the time to understand my clients’ current circumstances, goals and possible concerns for the future is a big priority for me. I’m here to simplify their journey every step of the way; whilst always focusing on their long-term aspirations.”

Although not always at the top of their game, Matt’s loyalty to Middlesborough F.C is something to be admired. Cheering his team on through the ups and downs is what he loves to do when he isn’t crafting financial plans for his clients. The other loves in Matt’s life are golf, travelling and running – running less so.

 

Business Qualifications

Qualification
Abbreviation
Diploma in Regulated Financial Planning DipPFS
Financial Services Products and Solutions LP2
Financial Services, Regulations & Ethics R01
Investment Principles and Risk R02
Personal Taxation R03
Pensions and Retirement Planning R04
Financial Protection R05
Financial Planning Practice R06
Long Term Care Insurance CF8
Financial Planning Process AF5

 

Contact Matthew Henry

If you would like to get in touch with Matthew Henry, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:

0191 281 8811

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