Matt Parry

“Life is for living. I take pride in helping clients make the right choices, enabling them to achieve financial peace of mind”

After leaving college, I began my career in branch at the Royal Bank of Scotland and worked my way to Head Cashier, where I quickly discovered a genuine passion for working with people and the responsibility that comes with looking after people’s finances. It was the relationships with regular customers that stood out – building a rapport and trust over time.

Wanting to broaden my horizons before settling into a long-term career path, I took a year to travel Australia and New Zealand, where I used Sydney as a base working on behalf of the Commonwealth Bank of Australia.

I returned in 2008 with the intention of staying in banking, but the timing of the financial crisis prompted me to reassess. I used the opportunity to invest in myself – completing a first-class honours degree in Business and Marketing, which took me back to Sydney as part of the course, where I was able to pick up part-time work with my previous employer.

After graduating, I came to realise that while I loved the customer-facing nature of banking, much of the work was transactional. I wanted the chance to build genuine, lasting relationships and work with clients over the long term. That led me to join Ludlow Wealth Management, now part of the Mattioli Woods Group, and I’ve been proud to grow alongside both firms ever since.

The most important part of my work is understanding what matters to each client – their goals, their priorities, and what they want their future to look like. Aligning their wealth to those goals is what good financial planning looks like to me. When clients understand why we have made a recommendation – because they can link it back to something they told us was important – they are more engaged, more confident, and more invested in their own plan. That engagement is the foundation of the long-term relationships we build, and ultimately what allows our clients to get on with living their lives in the knowledge that their finances are under control.