Matt H.
Chartered Financial Planner @Amber River Hda
Swindon, GB
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2025 — Present
Chartered Financial Planner @Amber River Hda
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Cheltenham, GB
EDUCATION
2020 — 2020
The Chartered Institute for Securities & Investment (The CISI)
Pension Transfers & Planning Advice - PTPA (Level 6)
2013 — 2016
Chartered Insurance Institute
Diploma in Financial Planning (Dip PFS)
2016
Chartered Insurance Institute
Certificate in Securities Advice and Dealing
N/A
Cricklade College
A Levels
2013
The Chartered Institute for Securities & Investment (The CISI)
Certificate in Wealth Management
2015 — 2015
Singapore College of Insurance
M5
2016 — 2019
Chartered Insurance Institute
Advanced Diploma in Financial Planning
2014
Chartered Insurance Institute
Certificate in Discretionary Investment Management (Cert PFS (DM))
2000
LIBF
CeMAP
ABOUT MATT H.
Having worked for over 2 decades in the financial services industry, I have always looked…
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