Matt Duncan is a financial adviser with 15 years experience, eight of which have been spent with award-winning independent business, Invest Southwest
Invest Southwest provides financial advice for life through consultants who are highly-qualified, experienced, dynamic and trustworthy. The company was founded in 2007 by David Penny, who was this year awarded the title “Financial Adviser of the Year” from Unbiased.co.uk, the UK’s number one adviser search.
Highly-educated and with industry awards to his own name, Matt – who is a subsidiary of Invest Southwest – prides himself on his friendly approach and his commitment to providing the very best high quality independent financial advice to his clients.
Having recently become a tenant at The Hive, Matt is now enjoying having an accessible base for himself and his team from which to serve his clients whom are largely based between Weston-super-Mare and Bristol, with some across the South West and in London.
“I needed to move from my previous offices in North Worle in order to expand my administration team and The Hive is hugely convenient in terms of location as I live in North Somerset and our head office is in Taunton.” explains Matt.
“I also liked the aesthetic, professionalism and ambience of the building. Since moving in, everyone has been ultra-friendly.”
Whilst Matt’s life is varied – he is a Governor at Locking Primary School, sits as a Chair of the South Rural Network Charity helping children to get active and is a first team coach at Churchill Football Club – it centres on his family, with two children aged 7 and 2, ensuring he is fully occupied!
“My aims for the forseeable future are to keep my business growing and expanding whilst attaining a work life balance that allows me to enjoy watching my family grow up.” says Matt. “I now have the ideal office base from which to bring these ambitions to fruition.”
Matt can be contacted on 01934 411257 or visit his website to find out more information.