Matthew Clegg

Matthew joined Crown Wealth Management Ltd in March 2010 providing research and report writing support. Already highly qualified he progressed quickly and became a Chartered Financial Planner and a Certified Financial Planner. Matthew was appointed Director in January 2015.

In his spare time Matthew enjoys spending time with his young family. He is also a keen cyclist and runner, competing in local 10k and Half Marathon events.

Qualifications

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

Exams

  • 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