Matthew Potter

Financial Planning Consultant

Matthew has 15 years of experience in the financial services industry and five years in property management, servicing a broad mix of clients.

As a highly qualified and experienced personal finance adviser, Matthew takes responsibility for helping individuals and families navigate the intricate world of financial planning and investment.

Whether clients want to build a diverse investment portfolio, plan for retirement, protect assets, or safeguard their family’s future, Matthew has the knowledge and tools necessary to help them make informed decisions.

In his spare time, Matthew enjoys sports, especially Climbing and Basketball. Having started the Taunton Dragons Basketball club some 9 years ago as well as coaching youth Basketball and Football, he enjoys being part of the community.

let's
 talk...

Fill in the form and we’ll get back to you as soon as possible.

Proud to be associated with

Corporate finance
Chartered accountants
Xero
Somerset business award
Somerset
Regional Top25 list logo South West
Accred 2023 2star
2023 Top25 Best Large Companies 1
2023 No1 Accountancy Firms Logo
B corp mid
Praxity white
Accred 2024 3star

What’s happening at AG.

Collaborative

Collaborative

Impactful

Impactful

Trustworthy

Trustworthy

Progress

Progressive

Newsletter sign up

Sign up & stay informed.