Matthew Newsome
Independent Financial Adviser
Matthew has been working within the financial services industry for over 10 years and has a high level of experience. He gained his initial training and qualifications through Nationwide Building Society and worked in the city of London servicing high net worth individuals. Matthew quickly realised that working for a tied company and a limited product range was not right for his clients and decided to join an Essex based Independent Financial Advisor firm. It was here that Matthew increased his level of knowledge and experience within the pension and investment advice arena including, wealth management group pension schemes for companies, salary sacrifice arrangements, pension switching advice and income in retirement options.
Having decided the business was taking a different direction after 2 years, Matthew decided to join another local business. He spent four years building his client base here and gained higher qualifications surrounding pension advice. Matthew is committed to continually increasing his knowledge level and qualifications, and to date has acquired JO4 (Pension Funding Options) and JO5 (Pension Income Options) in addition. Matthew aims to be Diploma status by mid 2012 in a bid to further enhance the level of expertise and service he can offer to his clients.
Matthew joined Pacific IFA in summer 2010 and is his own words “I wanted to join a successful IFA practise, committed to giving the best advice possible to clients, high levels of service and with robust compliance process that treats our clients fairly. I am looking forward to many years of success with the very best in our industry”
Matthew is very much a family man with one son, Harvey and wife Laura. He has a passion for travel, enjoys road cycling for fitness and loves all forms of motorsport.
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