Mortgage Broker | Cherry Mortgage & Finance | UK-wide coverage
- BT Global Challenge 2000 - 2001
- Fellow of the Chartered Management Institute
- RYA Skipper
Matt is an experienced mortgage adviser and management professional with expertise in developing customer relationships and delivering products/ services that place the customer at the heart of things. He is a green mortgage advocate and has a successful track record of developing forward thinking solutions that cut through complexity whilst ensuring regulatory compliance. A highly effective people manager, he has assembled, developed and coached sales and advisory teams to deliver a first class customer experience. He has a collaborative approach and builds positive relationships with stakeholders at all levels including engaging with senior decision makers to positively influence outcomes for customers.
• Established a well-respected brand that puts the individual needs of the customer first.
• Significantly developed the market to provide mortgage services to British expats.
• Selected to take part in the British Government‘s 2019/ 2020 cross-industry Parliamentary Review.
• Pioneered the role of Mortgage Adviser and championed Decision in Principle (DIP) process.
• Contributor to industry/ national press including 'What Mortgage', ‘Daily Mail’ and ‘Financial Times’.
Key skills include: Strategic & Operational Leadership, Business Development, Customer Journey Focus & Improvement, Leading & Developing Teams, 1-1 Sales Coaching, Strategic Partnerships, Stakeholder Management, Network Building, Embracing Digital Change, Communication, Collaboration, Influence, Industry Commentary, Public Speaking, Presentations to Board level, Product/ Service Development & Selection, Process Improvement
CeMAP, CeFA, CeRER, Controlled Functions SMF3 & SMF16 – FCA Senior Managers and Certification Regime, Competent Adviser Status (CAS), Financial Conduct Authority, TCF, General Data Protection Regulation, GDPR regulatory standards, Due Diligence, Licensing, Risk Assessment, Anti Money Laundering, RMAR Reporting, Compliant Systems Implementation, Audit Preparation, Fellow of the Chartered Management Institute
Cherry Mortgage & Finance Ltd provides mortgage advice to individual and corporate clients, putting the individual needs of the customer first and supporting the development of long-term relationships. Matthew gained registration with the Department for International Trade and offer specialist mortgage advice to British expats. He also formed a strategic partnership with an overseas finance specialist to provide expat services to many of the UK’s largest financial services firms.
Mortgage & Commercial Finance Manager at Wessex Investment Management Ltd, from Jun 2011 to Nov 2012
Matthew joined Wessex Investment Management to service clients and provide advice on mortgages, protection and all aspects of commercial finance.
Director & Mortgage Broker at Abacus Financial Ltd, from Jul 2004 - May 2011
Matthew founded Abacus Financial Ltd in 2005 following a self-employed trading period, becoming an industry commentator and winning introducer contracts from local estate agents, solicitors and a friendly society. Matthew championed a new broking model in 2010 allowing for advice to be provided on direct-to-consumer mortgage deals in an era of dual-pricing by the banks. Led fourteen Advisers, one Commodities Broker and three Administrators - conducting appraisals on a one-to-one basis and delivering coaching and training. Managed all areas of compliance, including apportionment and oversight, sales management and marketing, and successfully guided the company through an FSA Treating Customers Fairly audit.
Previous roles at Abbey National, Connells and time working overseas in Chicago and Dubai.