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Albert Goodman has bolstered its specialist wealth management team with the appointment of Matthew Potter as financial planning consultant.
Potter will utilise his 15 years’ experience in the financial services industry and five years in property management, for a broad mix of clients at the Taunton-headquartered chartered accountants.
A highly qualified and experienced personal finance adviser Potter will take responsibility for helping clients with financial planning and investment.
He said: “I’m excited to be joining the team at Albert Goodman, which has a tremendous reputation throughout the entire breadth of the region. This is a fantastic opportunity for me and I’m looking forward to collaborating with my new colleagues to ensure Albert Goodman clients have the peace of mind to plan for the future with confidence.
“Whether clients want to build a diverse investment portfolio, plan for retirement, protect assets, or safeguard their family’s future, I have the knowledge and tools necessary to help them make informed decisions.”
Reme Holland, financial planning partner at Albert Goodman, said: “With his impressive experience and exceptional market knowledge, Matthew will be a key member of our team and a valuable asset.
“I’m incredibly proud that Albert Goodman is able to attract such accomplished people and Matthew’s appointment signals our commitment to providing our clients with outstanding service.”
Albert Goodman is based in the South West with a central Bristol office and its Taunton HQ alongside locations in Yeovil, Weymouth and Weston-Super-Mare.
