Thank you Matthew for making our dream come true! We would never have had the confidence to have done it without your support. From start to finish you have made us feel in control. We cannot praise you enough and would not be living in our perfect home without all your hard work - Mr H, Weston-super-Mare.
Matthew Duncan
Managing Director

Matthew has gained more than two decades of broad ranging experience of the finance industry. This has been achieved by working for major financial organisations including Santander, GE Money and since 2009, Invest Southwest. Whilst working for these organisations, Matthew has achieved recognition, multiple awards and enhanced his financial qualifications. This experience allows Matthew to provide expert guidance to both individuals and businesses.
Matthew also works in partnership with various accountants and solicitors, enabling him to provide high quality tailored financial advice. Matthew became Managing Director for Invest Southwest in 2022.
Outside of work Matthew is a proud Dad and supports his children’s multiple sporting activities. He enjoys coaching football, supporting his wife’s competitive running and general family time.
BSc Hons CeMAP CeFA DipFA CeL TCI MIFS CeRER PETR CPFA