Matthew helps develop the financial advice provided by Fortis Medical, ensuring recommendations are tailored to each client’s circumstances. Much of his work focuses on the NHS Pension Scheme, taxation and legislative change. He also sits on the Fortis Medical Investment Committee, helping shape the firm’s investment approach and governance.

Matthew began his career in financial services in 2017 with Cavendish Medical, where he developed a strong technical foundation working with doctors and their families. He joined Fortis Medical in 2024 alongside Ben.

He specialises in the more complex areas of financial planning, particularly the NHS Pension Scheme, helping clients understand their options and make informed decisions. One of the aspects he enjoys most is taking a complex technical problem and turning it into practical advice clients can understand and act on.

“Most clients want certainty that they’re making the right decisions for themselves and their families. They’re often concerned about whether they can retire when they want and how changes to pension legislation might affect them.”

Outside work, Matthew enjoys spending time with family and friends and practises both judo and Brazilian jiu-jitsu.