Matthew Charles
Trainee Paraplanner
Our paraplanners provide key support to our financial planners – such as report writing, financial research, and helping with client enquiries – so you might sometimes speak with Matthew, as well as your adviser. Matthew is training towards becoming a fully qualified paraplanner.
Who is Matthew
Matthew joined Investing Ethically in 2021 having completed his Master’s degree in quantitative financial economics. Before joining Investing Ethically Matthew worked as a chef in a care home while studying at the University of East Anglia. Matthew is currently studying toward the Diploma in Financial Planning and has ambitions to become a Financial Adviser in the future.
Matthew and his wife Emily live in Dereham and have two young children, a beagle, and a cockapoo puppy. He likes to torment himself by playing golf and snooker, loves cooking for his kids, listening to music, taking the dogs for walks and reading… when he’s not tidying up after the kids!
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What's it like working at Investing Ethically?
I really like the work ethos at Investing Ethically as everyone gets along so well and there is always a great conversation happening. Although we have things we need to complete and targets to meet the environment is very free and we are able to develop ourselves in different areas of the business and industry. It’s a small company which means everyone is very passionate about what they do and doing it to the best of their abilities which encourages you to progress and do your job well. The most interesting part of the role is researching the ethical investments and wider financial market and learning about our clients and how we can help them achieve their goals.
Staying aligned with your ethics and values
Working together we will explore ideas and possibilities, making sure we stay aligned with your ethics and values.
Contact us today