Meet the newest Independent Financial Adviser at Bury Financial Advisers
10th June 2020
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Bury Financial Advisers provide a range of financial services to commercial and domestic clients including pensions and investment services.

Since 2009, Bury Financial Advisers have been providing an exceptional service to clients. This local firm pride themselves on offering a 'truly holistic financial planning experience,' thanks to their close relationship with solicitors and accountants.

Matthew Green has recently become the newest IFA at Bury Financial Advisers having completed his degrees and professional qualifications.

We took some time out to find out more about him.

How long have you been with Bury Financial Advisers?

I have been at Bury Financial Advisers 18th months now, but also worked for them over two summers when I was completing my Undergraduate and Masters Degrees. I spent a few years at a large firm completing further qualifications before coming back to Bury IFA at the beginning of last year.

What do you like to do in your spare time?

In my spare time I enjoy going to the gym. This is something that I have integrated into my life for 8 years now. I don’t see it as hobby, it’s more just part of my lifestyle. I never feel I have to “drag myself to the gym”, it’s something I look forward to all day, which I why I work out after I’ve completed all my tasks for the day.

What is your favourite part of the job at Bury IFA?

My favourite part of the job is meeting new people and getting to know their financial and personal situation, and how I can help them achieve their goals through their finances. I’d saying building up long lasting client relationships is definitely the element of the job that appeals to me most. It’s extremely satisfying building up trust and creating a rapport with the people who’s pensions and investments you are looking after.

What is the one piece of advice you'd give to everyone?

On a personal level, one piece of advice I would give people is to always set small goals and be consistent in your work towards them. Whether it’s personally or professionally, I believe setting smaller and more frequent goals is the best route to accomplishing ‘the bigger picture’. I just think this allows you see success where you otherwise might have become too caught up in achieving your ultimate aim.

 

As a Financial Adviser, I would say it’s never too late, or early, to start planning your finances.

Whether you are 22 or 72, working or retired, there’s always scope for planning towards financial goals.

 

Should you wish to talk about your pension or other financial planning needs, please contact Matthew for your free, no obligation review.

 

Mobile - 07523 166863

Office - 0161 763 8711

matthew@buryifa.co.uk

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