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Matthew Turnbull

ACSI, CySEC
Financial Planner

Matthew provides comprehensive financial planning and investment advisory services to a diverse clientele comprising international private individuals.

Following his successful attainment of a First Class Honours Degree in Business Management from Liverpool Business School, Matthew embarked on his professional journey at Skybound in Geneva, Switzerland.

During his tenure, he garnered invaluable expertise and acquired credentials as a Level 4 Qualified Financial Planner, accredited by the Chartered Institute for Securities and Investment.

Renowned for his astute technical acumen and attentiveness to client requirements, Matthew demonstrates an unwavering commitment to identifying tailored solutions that align with their objectives. His adeptness to articulating concepts in a concise manner serves as a testament to his ability to communicate effectively, bolstering his effectiveness as a financial advisor.

Qualifications & Awards

BA Business Management    

CISI - Level 3 Certificate in Wealth & Investment Management      

CISI - Level 4 Certificate in Paraplanning                                                                        

CISI - Level 4 IAD

CySEC Advanced

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

Read Some Of Matthew's Latest Articles

Watch Some Of Matthew's Latest Webinars

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