Matthew is a Founding Director and CEO with over 20 years' experience in financial services. He established the firm to bridge the advice gap for families and business owners, bringing together specialist expertise to deliver a more joined-up, practical approach to financial planning, business advisory and long-term wealth strategy.
He began his career as a financial adviser before moving into asset management with a merchant bank, where he focused on tax-advantaged investments, including Venture Capital Trusts, Enterprise Investment Schemes and inheritance tax planning using Business Relief. Prior to founding Aetas, he served as a director of a specialist inheritance tax firm, where he led the development of a collaborative model that enabled advisers to deliver more comprehensive estate and succession planning.
Matthew works closely with business owners and leadership teams to help them step back and bring greater structure and clarity to both their business and personal financial position. Through Aetas in the Workplace, he supports SME organisations in addressing the commercial impact of financial pressure within their workforce, helping employers align employee benefits, financial wellbeing and broader workplace initiatives to improve engagement, resilience and performance, with a clear focus on return on employee investment.
He also leads the development of the Aetas Collective, a curated network of trusted specialist partners designed to provide businesses with access to high-quality, complementary expertise. By building strong professional partnerships and distribution relationships, he ensures clients benefit from coordinated, seamless support that aligns personal, family and business objectives over the long term.
Collaboration remains central to Matthew's approach. Through Aetas Partners and Aetas Wealth, he continues to champion a more integrated model of advice, combining technical expertise with practical delivery to create meaningful, lasting outcomes for clients and their families.
Outside of work, Matthew has a strong interest in travel and international cultures, particularly Asia. In 2007, he spent six months in Nepal volunteering in a local orphanage and school, an experience that continues to shape his values and his commitment to supporting others.