Mat Clark

Working at The Private Office since 2020, Mat’s experience includes retirement planning, working with Powers of Attorney to ensure a robust plan is in place, inheritance tax planning and trusts. He helps a range of clients, from young accumulators to those approaching and entering retirement, working with them to ensure that they have a financial plan to give them flexibility and reassurance in uncertain times. 

As well as being a diploma qualified financial adviser, Mat keeps up to date with financial planning legislation as part of his ongoing professional development and he is also currently studying to become a Chartered Financial Planner. He holds a degree in Business with Finance from Northumbria University, and before joining TPO he played professional rugby for a number of years in the English Championship.

Mat comes from a large family with highly competitive siblings, and from an early age, this instilled a strong desire to work hard to gain high quality outcomes. This passion transferred directly into his previous employment working with numerous individuals to achieve a common goal. 

His drive and determination to achieve the best outcomes hugely influences the work he does for clients. He enjoys working with people from all backgrounds and with varying needs both in relation to clients, other professionals and colleagues of TPO. 

When he manages to get away from the computer, he constantly fights the ever challenging fight between eating brownies and reading a good book with staying in at least a basic level of fitness through various forms of physical activity such as running, cycling and open water swimming. All of which are often whilst chasing his dogs and wife.