Matt Wiliams

Paraplanner

Matt is a Paraplanner in W1M’s US Private Wealth team, where he supports the delivery of tailored investment and planning advice to US-connected clients.

Before joining W1M, Matt spent eight years at Coutts, working closely with advisers to provide sophisticated wealth management solutions for high-net-worth and ultra-high-net-worth individuals and families.

Matt holds the Investment Advice Diploma and the Certificate in Private Client Investment Advice and Management from the Chartered Institute for Securities & Investment (CISI) and is a Member of the CISI.

Woman watching

Ready to take the next step in your career?

We’re always looking to build a talented, diverse team and want to hear from you if you share our values and ambition.

Newsletter

Sign up to receive the latest news and insights from our experts

By signing up to our newsletter you opt in to receive emails from W1M. You can unsubscribe at any time.