Matt Greer
Certified Financial Plannertm @Navigate Ifa Ltd
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WORK HISTORY
Certified Financial Plannertm @Navigate Ifa Ltd
Belfast, GB
As a CERTIFIED FINANCIAL PLANNER™ at Navigate IFA Ltd, I specialise in empowering individuals and families to achieve financial freedom and peace of mind. With over five years of experience, I provide personalised, strategic financial planning that goes beyond traditional wealth management. My focus is on helping clients take control of their financial futures, aligning their financial decisions with their life goals, and guiding them through complex financial landscapes.By delivering comprehensive, client-centred solutions, I ensure that each financial plan is tailored to the unique needs and aspirations of my clients, enabling them to live life on their own terms. My commitment is to support clients through every stage of their financial journey, from wealth accumulation and preservation to retirement planning and legacy building.
EDUCATION
Chartered Insurance Institute
Award in Long Term Care Insurance
Chartered Insurance Institute
Diploma In Regulated Financial Planning
Chartered Insurance Institute
Certificate in Equity Release, Cert CII (ER)
The Chartered Institute for Securities & Investment (The CISI)
CERTIFIED FINANCIAL PLANNER™
Leeds Metropolitan University
Bachelor of Arts (BA)
Chartered Insurance Institute
Certificate in Mortgage Advice, Cert CII (MP)
ABOUT MATT GREER
Helping You Retire with Confidence – and Make the Most of It Many of the people I…
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