Matt Marsh

Trainee Financial Planner

matthew.marsh@kbafinancial.com 01942889883

Professionally

As a Trainee Financial Planner, Matt is focused on developing his expertise in financial planning while supporting the team in delivering exceptional client service. He assists with research, report preparation, and financial analysis, ensuring our clients receive well-informed and tailored advice. Matt also liaises with providers to gather accurate information and keeps clients updated on important developments, helping to make the financial planning process smooth and efficient.

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:

The Caribbean or Rome.

My favourite song to play in the car is:

Moon Over Mexico by Luke Combs

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:

Probably a nice pair of trainers or some sort of clothing.

The 3 people at my dream dinner party would be:

Elvis Presley, Tiger Woods and Margo Robbie

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:

Travel to Asia, America and Australia, run a marathon and playing golf at St Andrew's.

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