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Albert Goodman appoints Taunton-based financial planning consultant

15 February 2024
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Matthew Potter, financial planning consultant at Albert Goodman

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

Matthew brings 15 years’ experience in the financial services industry on top of five years in property management, 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 said: “I’m excited to be joining the team at Albert Goodman, which has a tremendous reputation throughout the region.

Visit Hampshire Biz News for bright, upbeat and positive business news from the county

“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 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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Born and raised in Berkshire, Dan fell into journalism after completing his bachelor’s degree in English at UCL.

Writing for The Business Magazine and local Biz News sites has given him the opportunity to chat with all manner of small business owners and share their success stories with a wider audience.

Outside of work, Dan enjoys live music, board games and quiz shows, and is making a slow but persistent effort to learn Spanish.

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