Old Mill
Matthew Clark has a diverse work experience. Matthew started their career at Legal & General as an Annuities Analyst Deputy Manager from December 2011 to February 2013. Matthew then worked at Deloitte as a Tax Associate from September 2013 to January 2014. Matthew joined Old Mill in May 2014 and had various roles within the company. Matthew started as an IFA Administrator, where their duties ranged from client administration to meeting preparation. Matthew then became a Trainee Paraplanner from April 2015 to April 2016. From September 2015 to March 2017, Matthew served as the Head of Client Service administration. Matthew was promoted to Operations Manager, a role they held from March 2017 to June 2022. Currently, they serve as the Operations Director at Old Mill, starting from July 2022.
Matthew Clark attended Cardiff University / Prifysgol Caerdydd from 2010 to 2013, where they earned a Bachelor of Science (BS) degree in Business Management. In 2018, they obtained the Chartered Financial Planner (APFS) certification from the Chartered Insurance Institute. Matthew also holds a Diploma in Regulated Financial Planning from the same institution, although the specific details of when they obtained this certification are not provided.
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Old Mill
Old Mill is a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.