Meet Matt Millard, your Cardiff Financial Planner
Personal financial planning for retirement, business exits and peace of mind across Wales.
Matt Millard
Managing Director, Financial Planner
Matt is a Financial Planner, primarily working with clients in and around Wales. Whether it's planning for retirement, a business exit or providing peace of mind for the unexpected, he works with his clients to ensure these goals are realised.
Matt has worked in financial services since leaving university and has a particular interest in pensions, retirement planning, investment planning and tax planning.
“Good financial planning is about helping clients understand what is possible, make informed decisions and use their money to support the life they want to live.”
A nationwide team of Financial Planners
rockwealth Cardiff is part of the wider rockwealth group, one of the UK's leading evidence-based financial planning firms. With several offices across the country, we combine local, personal service with the expertise and resources of a national practice.
Start with the question that is on your mind
You do not need to arrive with everything organised. Tell us what has changed, what feels uncertain or what you want life to look like next. We will explain whether our Cardiff team can help and what the next step would involve.