Matthew Clegg

Matthew joined Crown Wealth Management Ltd in March 2010 to provide dedicated research support and professional report writing. Already highly-qualified he studied hard and rapidly achieved his Chartered Financial Planner and Certified Financial Planner statuses. Matthew was appointed Director in January 2015. Matthew has a young family and enjoys spending time with them. A keen fitness fan, he enjoys both cycling and running, and has taken part in lots of local 10k and Half Marathon events.


  • Chartered Financial Planner
  • Chartered Wealth Manager
  • Certified Financial Planner
  • Diploma in Financial Planning
  • Advanced Diploma Financial Planning


  • AF1 Personal Tax and Trust Planning
  • AF3 Pension Planning
  • AF4 Investment Planning
  • AF5 Financial Planning Process
  • J02 Trusts
  • J04 Pension Funding Options
  • J05 Pension Income Options
  • J06 Investment principles, markets and environments
  • CF2 Investment and Risk
  • CF6 Certificate in Mortgage Advice
  • R01 Financial Services, Regulation & Ethics