Matthew Birch

Independent Financial Planner, Lighthouse Wealth

London

I am an independent (whole-of-market) adviser working primarily with senior professionals across all industries and also entrepreneurs who are running their own businesses.

I have been a financial professional for over 20 years, more than half of which has been as an adviser, including 5 years working and advising families and business owners in Australia. I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives. Together we will protect, grow and structure your wealth to reach its full potential, as tax-efficiently as possible.

This involves all important areas of advice, including Pensions, Investments, Protection and Inheritance Tax planning. I do this with the support and structure of a national advice firm that allows me to focus on what I do best, spending time with and looking after my clients. Being independent, I am not restricted at all when choosing what is suitable for you and I also work closely with trusted relationships outside of my expertise and where important and the need arises, connect them with my clients.