Alexander Matthieu
9.9
out of 10
6 verified reviews on
With broad international experience and a deep understanding of client needs, I specialise in trusts, multi‑asset investment strategies, retirement planning, and tax‑efficient structuring, delivering bespoke solutions aligned with my clients’ long‑term goals and values.
My advice is grounded in strong technical expertise, supported by the CII Diploma in Financial Planning alongside specialist certifications in Discretionary Investment Management, Securities Advice and Dealing, Paraplanning, and Wills & Estate Planning.
I am currently working towards Chartered Financial Planner status, CII Fellowship, and a Postgraduate Diploma in Law.
Away from my professional life, I enjoy a range of personal interests and pursuits that bring balance and perspective, reflected in my calm, approachable style with clients.
I advise on
Trust planning and structuring (including discretionary and bare trusts)
Multi-asset investment strategies and portfolio construction
Retirement planning and pension advice (including pension transfers)
Tax-efficient investment structuring (income tax, CGT, wrappers)
Estate planning, including wills and intergenerational wealth transfer
Discretionary investment management
Securities advice and dealing
Paraplanning and technical financial analysis
Risk profiling and portfolio suitability assessment
Property investment analysis and rental yield evaluation
Client due diligence and regulatory compliance (FCA, AML, GDPR)
Long-term financial planning aligned to client goals and values
Accreditations
Diploma in Regulated Financial Planning
CeMAP (Certificate in Mortgage Advice and Practice)
Certificate in Securities Advice and Dealing
Certificate in Discretionary Investment Management
Award in Long Term Care Insurance
Certificate in Equity Release
Certificate in Paraplanning
Consumer Duty scores
Products and Services
10
/ 10
Based on 9 responses
Price and Value
9.8
/ 10
Based on 9 responses
Consumer Understanding
9.9
/ 10
Based on 9 responses
Consumer Support
10
/ 10
Based on 9 responses
Last updated 30 October 2026
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