MATTHEW WILLEE | Strategic Support Manager
Matthew is a qualified Chartered Accountant with a BSc in Finance from Durham University. He developed his expertise through comprehensive training at Grant Thornton and Haysmac, where he specialized in financial services audits. During this time, he managed a diverse portfolio of clients, including hedge funds and private equity firms, gaining extensive experience in navigating the complexities of the financial sector.
Matthew is now advancing his career by training to become a financial planner, undertaking professional qualifications through the Chartered Insurance Institute (CII).
Contact MatthewWhy I can help
With a solid background in financial data analysis, accountancy and audit, I am well equipped to help AI Wealth continue to be a sustainable, long-term business that delivers excellent outcomes for its clients.
Experience
4 years
Certifications
BSc Finance/ ACA
Location
London, UK
Availability
Remote or in person
Skills & Abilities
Financial data analysis
Audit
Risk management
Cash-flow modelling
Need Help?
AI Wealth is dedicated to helping expats like you achieve financial success. Download our complementary guides now.
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Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
Ryan's 20 years with leading international financial institutions helps Al Wealth's clients grow their wealth and safeguard it for future generations
Matthew is a qualified Chartered Accountant with a BSc in Finance, who has gained extensive experience in navigating the complexities of the financial sector
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Emma's extensive experience in financial services has been instrumental in expanding the firm’s reach and enhancing its service offerings throughout Europe
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation
