Tel: 01746 712 900 | info@matrixcapital.co.uk 

About Us
Slider

Claire Lees 450x450

Edward Trotter, DipPFS

Trainee Financial Planner

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
linkedin

Kolbe A™ Index Number is 7742.

Personal Motto: “The secret to getting ahead is getting started.”

Edward’s Perfect Saturday Afternoon: “A round of golf followed by a takeaway and movie night with my wife and daughter!”

After leaving school, Edward swapped the Shropshire countryside for the Fife coast to study French and Management at St Andrews. During his time there, he enjoyed playing some of Scotland’s many golf courses and captained a football team.

After university, Edward relocated to London to pursue a career in financial services. He worked in a client facing role for an investment management company as part of the Structured Product team. His proudest achievements from his time in London include attaining the CISI Investment Advice Diploma and completing the Big Half Marathon, raising over £800 for charity in the process.

After moving back to Shropshire, Edward joined Matrix Capital in June 2019 as a Technical Assistant. In February 2021, Edward completed the Diploma in Regulated Financial Planning and is working towards Chartered status.

Outside of work, Edward enjoys a family-oriented life and has recently bought his first home.

His Unique Ability® is that he get results by, “being organised, agile and responsive whilst maintaining a sharp focus on the required outcome."

PDF Downloads

Diploma in Regulated Financial Planning

EFA Certificate

Matrix Capital Ltd
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Fax: 01746 712 901
Email: info@matrixcapital.co.uk


Privacy & Cookie Policy

Twitter feed

matrixcapital Whilst it is of course possible to establish your own #LPA online with the @OPGGovUK, we would recommend that you s… https://t.co/ZzmZXYUZvB
matrixcapital RT @STEPSociety: Trying to explain STEP to your clients or others? Here’s a quick explanation to download https://t.co/FqPTdyrPol (pdf) htt…
matrixcapital Providing a safe pair of hands for clients in vulnerable circumstances is everybody’s business. Thank you to… https://t.co/uNQfmPicev

Keep updated