Rouse Intelligent Financial Planning
Matt Jones CFP™ APFS <br> Financial Planner & Paraplanner <br> (Chartered Financial Planner & <br> Chartered Wealth Manager)

Meet the team

Ben Rouse // Ben Silk // Andrew White
Linda Thorne // Matt Jones // Jon Silk
Paul McDine // Jenni Le Mon // Sharon Hayles
Lisa Butler // Phil Moore // Vicky Curtis
Stewart Barbour // Sara Reed // Jamie Franklin
Patrick Williams // Alexandra Pugh //

Matt Jones CFP™ APFS
Financial Planner & Paraplanner
(Chartered Financial Planner &
Chartered Wealth Manager)

Matt is a Chartered Financial Planner. He brings his experience and analytical skills to the team.

Matt is an experienced financial services professional, working first in Malaysia and more recently on the Isle of Wight. Previously, he spent time in the hospitality sector and also honed his snowboarding skills whilst working for two ski seasons as a chalet chef.

Matt is another rugby player and shows off his skills at the weekend for one of the Island’s senior teams, Sandown and Shanklin Rugby Club. When the ground gets too hard for rugby and his hamstrings start complaining, Matt can often be seen walking one of the Island's many beautiful footpaths with his wife and son, Flynn.

In another life, Matt and his family would be living at the edge of the jungle and sea in Borneo working to protect the rainforest and its simian inhabitants, with a holiday home in the French Alps to indulge in a bit of midwinter backcountry snowboarding.

Qualifications

APFS Chartered Financial Planner (CII)
APFS Associate, Personal Finance Society (PFS)
CFPTM Certified Financial Planner Licence
DipPFS Personal Finance Society Diploma (PFS)
Diploma in Financial Planning
Advanced Diploma in Financial Planning (CII)
Certificate in Discretionary Investment
Certificate in Financial Planning
Certificate in Life & Pensions

Diploma in Regulated Financial Planning
R01 Financial Services, Regulation and Ethics (CII)
J06 Investment Principles & Risk (CII)
J01 Personal Taxation (CII)
R04 Pensions and Retirement Planning (CII)

Advanced Diploma in Financial Planning
AF1 Advanced Personal Tax and Trust Planning (CII)
AF3 Advanced Pension Planning (CII)
AF4 Advanced Investment Planning (CII)
AF5 Advanced Financial Planning Process (CII)

Diploma in Financial Planning
J01 Personal Taxation
J02 Trusts (CII)
J05 Pension Income Options (CII)
J06 Investment Principles, Markets & Environment (CII)
J10 Discretionary Investment Management (CII)

CF1 UK Financial Services, Regulation & Ethics
CF2 Investment and Risk (CII)
CF3 Financial Protection (CII)
CF4 Retirement Planning (CII)
CF5 Integrated Financial Planning

Member of the Chartered Institute for Securities and Investments (CISI)

matthew.jones@rouseltd.co.uk