Matthew Phillips
Director of Wealth Planning
About Matthew
I am the Director of Wealth Planning and responsible for the wealth planning business at Canaccord. I have spent over 25 years providing financial planning and investment advice to clients. For the last 10 years, I led the financial planning business at Thomas Miller before its acquisition by Canaccord in 2019.
My career began in 1994 with the then Woolwich Building Society, before I joined Deloitte, where I worked with a range of pension schemes, trusts, and high net worth individuals. I was responsible for the expansion and day-to-day management of Deloitte’s financial planning operations in Scotland and Northern Ireland. I later became an Investment Director at Clear Financial Management, continuing to advise pension schemes, trusts, and high net worth individuals. In 2005, I joined Broadstone (formerly BDO), where I served as Managing Director of Broadstone Pensions & Investments Ltd until November 2014, and I assisted with the sale of the business to Thomas Miller Investment in December 2014.
I am a member of the Personal Finance Society and hold professional qualifications in investment management, portfolio construction, and investment management within pensions. I also hold a first-class honours degree in Geology from London University.