Matt Marsh

Financial Planner

matthew.marsh@kbafinancial.com 0161 260 2002

Professionally

Matt is a Financial Planner who works closely with clients and the wider team to deliver clear, tailored financial advice. He supports the full financial planning process through detailed research, report preparation and financial analysis, helping ensure recommendations are accurate and aligned with each client’s goals. Matt also liaises with providers and keeps clients informed throughout their journey, ensuring a smooth and efficient experience from start to finish.

Personally

Outside of work, Matt is a keen sports enthusiast, particularly enjoying football and golf. He also loves traveling, discovering new destinations, and experiencing great food at top restaurants. When he’s not exploring new places, you’ll often find him at the gym, staying active and maintaining a healthy lifestyle.

On an ideal weekend, you can find me:

Playing football or playing golf, or walking the dog or spending time with loved ones at a nice lunch spot.

My favourite holiday destination is:

New York!

My favourite song to play in the car is:

Gerry Cinammon - Diamonds in the Mud.

The first album I bought was:

Black Eyed Peas - The E.N.D.

If I could be any fictional character, I would be:

Spiderman - New York City.

If I could turn any activity into an Olympic sport, I would win a medal in:

Booking holidays.

When the dessert menu arrives, I'm looking for:

Hot chocolate fudge brownie with salted caramel ice cream.

The three qualities that draw me to new people are:

Respectful, friendly and well presented.

My pet peeve is:

People not cleaning up after themselves.

The best gift I've received is:

A trip to New York from my partner!

The 3 people at my dream dinner party would be:

Elvis Presley, John Daly and the OG that is Peter Kay.

The 3 small things that make my day better are:

Kind comment, a nice lunch and a nice cup of tea.

The 3 things I haven't done so far include:

Travelled to Australia, play golf at St. Andrew's in Scottland and run a marathon. Watch this space!

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