Matthew Miles
Managing Director

Qualifications
CII - Certificate in Financial Planning
- CF1 UK Financial Services Regulation and Ethics
- CF2 Investments and Risk
- CF3 Financial Protection Planning
- CF4 Pension Planning
- CF5 Integrated Financial Planning
CII - Regulated Diploma in Financial Planning
- J11 Wraps and Platforms
- RAR Retail Advice Review paper
- RO1 Financial Services Regulation and Ethics
- RO2 Investment Principles and Risk
- RO3 Personal Taxation
- RO4 Pensions and Retirement Planning
- RO6 Financial Planning Practice
CII - Advanced Diploma, Retirement Income Planning
- AF8 Retirement Income Planning
CISI - Advanced Diploma
- Level 6 Advanced Financial Planning (Merit)
*CII = Chartered Insurance Institute
*CISI = Chartered Institute for Securities and Investments
We are both members of the CISI and also the PFS
*PFS = Personal Finance Society
Bio
“I wish that I knew what I know now…”
That lyric runs through my mind whenever someone asks me:
• Why I became a financial planner?
• Why we chose to build our own business?
The truth is simple. If I’d known then what I know now, my Dad could have enjoyed a very different retirement. I don’t have the chance to change that for him, but I can make sure every client we work with has the chance to make the most of theirs. That’s what drives me every single day.
After 15 years working for three consecutive PLCs, I realised something was missing. In large organisations, you’re often three or four steps removed from the people you’re meant to serve. Decisions are made to serve interests that don’t always align with clients. What I wanted was a business built on genuine relationships, working with people who share the same values, where every decision is made with clients at the centre.
That’s what I found at Miller Knight. I joined because I saw a team committed to continuing the legacy Stuart and Elaine began back in 2001; creating continuity, putting values front and centre, and making a real difference in people’s lives.
What I love most is seeing the impact our team has, not on spreadsheets, but on real people’s lives. We use our experience, our expertise and our time to turn “impossible” into possible. To give money meaning beyond numbers. To help people live the retirements, the lives and the futures they truly deserve.
Our Approach
Personalised plans aligning with your life goals and values