Sheffield-based Future Life Wealth Management has expanded its team with the appointment of a new paraplanner.

Matheau Frith, 27, joins Future Life Wealth Management from 1825 Financial Planning in Sheffield.

In his new role, Matheau will be responsible for assisting the financial planners in their research and analysis of products, and producing advice and suitability reports.

Matheau, who is originally from Northampton, is level 4 Diploma qualified in Regulated Financial Planning and is working towards achieving the Chartered Financial Planner qualification.

He said: “It is fantastic to be joining such a brilliant team. I have already seen how dedicated everyone is to the clients and seen the really high quality of service, even in these strange times. I am really looking forward to helping to do my bit to continue to improve the service Future Life offers.”

Before working at 1825 Financial Planning, Matheau worked at Grant Thornton, first as an administrator and then as a paraplanner.

Based in Renishaw, Future Life Wealth Management offers a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.

Future Life has been listed in the New Model Advisor Top 100 every year since 2013. The listing recognises financial planners for their qualifications, income and commitment.

Managing director Jillian Thomas, who is also past president of Sheffield Chamber of Commerce, said: “We are in unprecedented times and we have been working hard to be there even more for our clients to ensure they make the best decisions for their futures.

“Having Matheau join the team will really help, but not just in the short term. He is a very talented paraplanner and a great addition to the team for the longer term.”

Away from work, Matheau enjoys travelling and music festivals, and is a Leeds United fan.

 

You May Also Like