Our financial planning team
Matt Wood
Senior financial planner
Matt Wood
Senior financial planner
Following completion of his BSc in Economics at the LSE and a successful Summer internship at Saunderson House (SHL), Matt joined permanently in 2014 as part of the graduate trainee programme and is now a part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Matt has completed the Advanced Diploma in Financial Planning, and was subsequently awarded Chartered status in 2018.
Matt enjoys working with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families as they navigate changes in life stage and circumstances.
Matt is married to Naomi and they have a very young daughter. They are actively involved with their church and enjoy going for long walks.
Following completion of his BSc in Economics at the LSE and a successful Summer internship at Saunderson House (SHL), Matt joined permanently in 2014 as part of the graduate trainee programme and is now a part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Matt has completed the Advanced Diploma in Financial Planning, and was subsequently awarded Chartered status in 2018.
Matt enjoys working with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families as they navigate changes in life stage and circumstances.
Matt is married to Naomi and they have a very young daughter. They are actively involved with their church and enjoy going for long walks.
Matthew Smith
Financial planner
Matthew Smith
Financial planner
London
Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
Max Folland
Financial planning director
Max Folland
Financial planning director
London
Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives. This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of. He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement. In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.
Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives. This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of. He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement. In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.