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Matthew Peterson

IDD, CySEC Advanced
Global Partners Advisor

Matthew is an experienced international financial adviser, dedicated to helping clients take control of their financial future with confidence. Working across multiple jurisdictions, he provides tailored wealth management and financial planning advice, ensuring clients receive expert guidance wherever they are.

Known for simplifying financial planning, Matthew makes the process clear, structured, and easy to follow. He believes financial success isn’t just about accumulating wealth, it’s about creating a strategy that supports the life clients want, free from financial stress.

With a client-first approach, he takes the time to understand individual aspirations, crafting bespoke plans aligned with long-term goals. Whether building wealth, planning for retirement, or protecting assets, his advice is practical, transparent, and results-driven.

With years of experience and multiple qualifications, Matthew has built a reputation as both knowledgeable and approachable, trusted for expert advice and a genuine commitment to client success.

Qualifications & Awards

Degree in Applied Sports Psychology

CII - Level 4 Diploma in Regulated Financial Planning

CII - Level 3 Award in Long Term Care Insurance

CII - Level 3 Certificate in Mortgage Advice

IDD

CySEC Advanced

Areas of Expertise

  • UK / International Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

Take A Look At Some Of Matthew's Client Reviews

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