About Matt Wain, DipHE, Client Servicing Manager
After studying at the University of Manchester, Matt began his career at a leading UK Investment Platform where he went on to become a Team Leader in the Investment Operations Division. During this time Matt gained invaluable experience, dealing with retail customers, financial advisors, investment managers and market makers, as well as completing the Chartered Institute for Securities & Investment’s Investment Operation Certificate.
A passion for delivering excellent customer service and achieving the best possible outcome for clients is at the heart of all of Matt’s work. Whilst supporting the advisers he is currently studying the Chartered Insurance Institute’s Diploma in Regulated Financial Planning in order to further his personal development and ability to assist in fulfilling client’s requirements.
Matt is aiming is to become a qualified financial adviser and help Cottons Financial Planning grow as a business by being one of the first points of contact for potential and existing clients.
Outside of work, Matt likes to keep fit and is a keen F1 fan. Despite living in Manchester, Matt is an avid Crystal Palace FC fan who will regularly attend matches.