Matt joined Defaqto in September 1998. His current role as Wealth Management Consultant sees him working on bespoke strategy, market positioning and product development projects with wealth management providers. Matt is also working with IFA clients on RDR positioning, due diligence on wrap and DFM partners and bespoke market reviews.
Matt has previously held the positions of Head of Pensions and Pensions Research Manager at Defaqto, among other roles. In recent years Matt’s focus has been heavily centred on the emerging SIPP, wrap, variable annuity and outsourced investment markets where he has become a respected market analyst and commentator, including in the media.
Matt has over 17 years’ experience of financial services, including a number of roles within the Executive Pension and SSAS departments at AXA Equity and Law. In addition, he is a member of the Financial Services Forum and currently sits on the Investment and Life Assurance Group’s (ILAG) Savings Strategy Group. Matt also regularly speaks at and chairs key industry events.
To speak to Matt, please contact our press office.