Our people are very important to us, as is making certain we provide you with quality professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Matthew has built a strong client base as an experienced senior member of the team and In December of 2022 become owner and Director of Momentum Financial Solutions, with the vision of maintaining the service and quality given to clients that matches what Kim had given for so many years.
Matthew’s speciality areas include;
A real interest and passion for tax efficient methods of saving for retirement which include in the approach to retirement, whilst in retirement and also successor planning. Diversification of investing for the future whilst offering choice and options. Simplification of complex financial planning scenarios.
Outside of work Amanda enjoys spending time outdoors with her children, going to the woods or the beach and has a particular interest in running.
Prior to December 2022 – Kim spent more than 30 years within Financial Services as a specialist financial planner, Kim’s passion has been to deliver bespoke Wealth Management to her private and corporate clients.
Providing comprehensive administration support to Momentum’s advisers, her analytical approach and dedication to providing the best possible service at all times ensures that Rebecca is a highly valued member of the team.
Outside work, Rebecca spends her time with her family, supporting her children with their different sports and activities.
A keen runner, she likes to keep fit by pounding the pavements when she has the time.
Outside of work Nicola spends time with her family, dogs and horses and supporting her daughter who competes most weekends with her ponies.