Financial Planner & Mortgage Adviser
Matthew Cuoghi is a Financial Planner and Mortgage Adviser at Moore Kingston Smith Financial Advisers. He is committed to providing tailored financial plans that meet each person’s unique circumstances and goals. With his expertise in collateralised lending, Matthew finds the simplest solutions to his clients’ needs, be it against property or a wider portfolio. He also has a broad knowledge base and offers a well-rounded approach that includes protection, later life and inheritance planning, tax planning, and investment management for both individuals and business owners.
Matthew believes that financial and mortgage planning is an intimate process that goes beyond number-crunching. He takes a person-first approach and considers each client’s short and long-term aims to ensure they achieve their potential and meet their aspirations. He guides his clients through understanding their needs and determining the crucial steps necessary to bring their objectives to fruition.
With experience running his own property portfolio, Matthew truly understands the bigger picture and employs this balanced approach in each scenario.
In his downtime, Matthew and his partner volunteer at a local rehoming centre to help retired racing greyhounds find their forever homes. He particularly likes the benefits of having a dog without the added commitment..