Accountancy & Banking

Financial planning consultant Matthew joins the ranks at Weymouth offices of Albert Goodman

Matthew Potter, financial planning consultant at Albert Goodman.

By Daniel Face [email protected]

Published: February 14, 2024 | Updated: 14th February 2024

The wealth management team at South West accountancy firm Albert Goodman have welcomed financial planning consultant Matthew Potter.

Albert Goodman logoMatthew brings 15 years’ experience in the financial services industry on top of five years in property management, all the while dealing with a broad mix of clients.

His new role will see him divide his time between the firm’s offices in Weymouth and Yeovil, with responsibility for helping individuals and families navigate the world of financial planning and investment.

Matthew PotterMatthew said: “I’m excited to be joining the team at Albert Goodman, which has a tremendous reputation throughout 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.”

A father of two, Matthew also recently launched Taunton Dragons basketball club.

Reme HollandReme Holland, financial planning partner at Albert Goodman, added: “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 an outstanding service.”

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