Matt joined Mortgage Success earlier this year as a trainee broker.
Matt is originally from Wokingham but he currently splits his time between Manchester and Wokingham at the moment.
He is fully qualified and passed his exams in 2023. We spoke a few times as he was looking for advice on how to get into the industry as the first steps are quite hard. We do not really take on trainee brokers here as we have done it in the past and we seem to get let down.
Matt managed to convince me otherwise and it is probably one of the best decisions I have made to take him on! He is so thorough and driven that within 6 months it almost feels like he has been doing the job for years!
Outside of work
Matt is very much into his rock climbing and bouldering. He enjoys doing this in the evenings and weekends as well as helping to run competitions. In fact his partner is an ex British champion and he also knows the mens 2024 olympic gold medalist!
He has also helped us to set up a specialist part of our insurance offering in helping rock climbers and route setters obtain life insurance and income protection at the best terms possible for rock climbers and route setters. In fact, he has even taught me the difference between rock climbing, boudering, route setting and I now have a good understanding of climbing at certain heights or conditions and the affects on premiums and exclusions – who knew it could be so complex!
Future
Matt is currently studying towards becoming a Financial Adviser and whilst he will remain as a mortgage broker for the foreseable, his plans for 2025 are to start helping our customers with pension and investment advice. As someone who has also previously worked in accountancy you can see he is very good with numbers and finances!
Summary
If you are looking for mortgage advice in Wokingham or any of the surrounding areas. Or if you take part in rock climbing and are looking for Insurance that will cover you and your hobby, Matt is in a great place to be able to help with his knowledge built up over many years. He will understand the intricasies and ensure no boulder is left unturned when doing the research! (too cheesy?).