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Mat Clark
Mat Clark
About
Mat is an Associate Financial Adviser at The Private Office, located in Leeds and helping clients across the North, including Manchester, Carlisle and Newcastle. As a certified adviser, he works with clients to help them achieve their financial goals by taking a holistic view of their financial position and getting to know them as individuals to help formulate a personal financial plan. He incorporates cash flow modelling into discussions to help develop conversations and bring financial planning to life.
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.
Areas Of Expertise
- Retirement planning
- Working with Powers of Attorney
- Inheritance tax planning
- Trusts
Qualifications
- Diploma in Regulated Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Mat works from our office in Leeds and has clients in areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Mat's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial adviser
- Working in financial services since 2020
Articles by Mat Clark
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.