Matt Planner Email
Independent Financial Planner @ de Carteret Wealth
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Matt Planner Location
- Saint Helier, JE
Matt Planner Work
- 2022 -now Independent Financial Planner @
- 2019 -2022 Legal Assistant @
- 2018 -2019 Trust Officer @
- 2017 -2018 Trust Administrator @
- 2013 -2017 Legal Assistant @
- 2008 -2013 Bursary Student @
Matt Planner Education
- The London Institute of Banking & Finance
Diploma for Financial Advisers (DipFA) (Financial Planning and Services)
2022-2023 - The University of Law
LPC
2012-2013 - The University of Law
GDL
2011-2012 - University of East Anglia
B.A in American and British History
2008-2011 - Victoria College Jersey 2006-2008
Matt Planner Summary
- Matt Planner, based in Saint Helier, JE, is currently a Independent Financial Planner at de Carteret Wealth. Matt Planner brings experience from previous roles at BCR Law, Fairway Group, Intertrust Group and Sinels. Matt Planner holds a 2022 - 2023 Diploma for Financial Advisers (DipFA) in Financial Planning and Services @ The London Institute of Banking & Finance. Matt Planner has 1 emails on RocketReach.
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Top de Carteret Wealth Employees
Pauline Leathem
Client Services Manager
Saint Helier, JE
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