Matthew Kneller
Director at Mangu Wealth Management
Based in Lydney, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
Lydney
Industry
Financial Services
Company size
1
Contact information
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m•••••••@manguwealth.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Matthew Kneller
I am the Founder of Mangu Wealth Management, a bespoke financial planning and wealth management firm. We specialise in providing financial planning strategies for successful professionals and business owners designed to provide them with clarity, peace of mind and financial independence. We also specialise in providing responsible investment strategies designed to directly contribute to global sustainable development and to provide a positive environmental and social impact. My role involves working collaboratively with clients and: • Designing and implementing financial planning strategies including cashflow modelling enabling clients to help achieve their lifetime goals; • Managing investment portfolios in accordance with agreed risk profiles and client objectives; • Advising on complex retirement planning strategies bringing together all types of pension vehicles; • Helping clients to pass wealth on to future generations in accordance with an agreed inheritance planning strategy; • Designing and managing Charitable Giving strategies designed to identify charitable causes that clients would like to benefit during their lifetime. I am a Chartered Financial Planner, a Fellow of the Personal Finance Society as well as a Certified Financial Planner.
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