Matthew WilsonTrainee Paraplanner
areas of expertise
- Research & Analysis
- Report Writing
- Business support
- Ongoing Training Programme
Matthew has worked in financial services for over 3 years, having worked for a wealth management firm before joining Celtic Financial. Matt is a trainee paraplanner, have joined us initially as an administrator. He is also currently studying to complete is Diploma in Regulated Financial Planning.
Matt’s primary role will be to support Ella in her role managing the day to day operations of Celtic Financial, whilst also supporting our financial advisers.
Matt is keen to progress in his financial services career and will be given full support here at Celtic Financial to build on his current experience. We look forward to the future and helping to encourage young professionals into the financial services industry.
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