South West financial adviser bolsters its wealth management team
South West firm Albert Goodman has bolstered its specialist wealth management team with the appointment of Matthew Potter as financial planning consultant.
Matthew will use his 15 years’ experience in the financial services industry and five years in property management, for a broad mix of clients at the Taunton-headquartered chartered accountants, tax consultants and financial planners.
A highly qualified and experienced personal finance adviser, and based across Albert Goodman’s Yeovil and Weymouth offices, Matthew will take responsibility for helping individuals and families to navigate the intricate world of financial planning and investment.
Matthew said: “I’m excited to be joining the team at Albert Goodman, which has a tremendous reputation throughout the entire breadth of the region.
“This is a fantastic opportunity for me and I’m looking forward to collaborating with my new colleagues to ensure Albert Goodman clients have the peace of mind to plan for the future with confidence.
“Whether clients want to build a diverse investment portfolio, plan for retirement, protect assets, or safeguard their family’s future, I have the knowledge and tools necessary to help them make informed decisions.”
Matthew, a father-of-two who lives with his family in Taunton, is well known in the town thanks to his sporting achievements, having launched the Taunton Dragons basketball club.
Reme Holland, financial planning partner at Albert Goodman, said: “With his impressive experience and exceptional market knowledge, Matthew will be a key member of our team and a valuable asset.
“I’m incredibly proud that Albert Goodman is able to attract such accomplished people and Matthew’s appointment signals our commitment to providing our clients with an outstanding service.”
Albert Goodman has been helping people and businesses across the South West for more than a century. As well as a central Bristol office and its Taunton HQ, other locations include Yeovil, Weymouth and Weston-Super-Mare.
