Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
"I am really passionate about helping people and I joined Mount Stuart as I believe this is a great place to learn and develop into a Financial Adviser.”
Matt Lock
After graduating from Nottingham University with a Finance, Accounting and Management Degree, Matt took some time out before deciding on his next move, to travel in Australia, where he discovered a passion for travel.
Matt began his career in Hargreaves Lansdown, moving on to Brewin Dolphin as a Financial Planning Assistant, gaining experience preparing for client meetings, managing investment queries, and supporting Advisers with meeting outcomes. He joined Mount Stuart in early 2023 in order to take on a more technically-demanding role with the potential to advise clients in the future.
Matt is now working towards becoming CII Diploma qualified. He currently supports Rhys, preparing technical information and attending meetings. Matt enjoys learning about all aspects of financial planning and building relationships with clients. In his spare time, Matt has an interest in travel and rugby, although these days he is more of a supporter than a player!