Key People

Both directors are integral to the running of the company. As the sole owners, the directors have a vested long term interest in the delivery of high quality service and, as a result, the ongoing success of the company.

Matthew Aitchison CFPCM MSCI APFS BA (Hons) IFP_0610_1170lowsq

Matthew is the managing director and lead adviser at Clear Vision Financial Planning.

“I am very passionate about improving the lives of my clients and  helping them to live the life they want to live. Life isn’t a rehearsal, so we focus on taking the worry and stress that comes with wealth so we can free our clients to live the lifestyle that they want to live.”

Matthew is a one of the highest qualified advisers in the UK being both a Chartered Financial Planner and a Certified Financial PlannerCM. He is also a recognised pension transfer specialist.

Matthew has extensive experience of advising private clients and trustees on portfolios ranging from £150,000 up to £20 million. He also has a great deal of experience in advising business owners with regard to such areas as pension scheme management, aligning business planning with personal planning and exit planning.

Matthew is married with four daughters. When he’s not spending time with his family or working he enjoys playing golf.

Qualifications
BA (Hons) in Business Studies
Diploma in Financial Planning
Advanced Diploma in Financial Planning
Chartered Financial Planner
CERTIFIED FINANCIAL PLANNERCM

Sandra Aitchison BA (Hons)

Sandra is the finance director and office manager at Clear Vision Financial Planning.

Sandra is responsible for the financial management of the business as well as management of the office. This involves implementation of all financial matters, HR requirements and general duties on the non advice side of the business. She has a strong background in accountancy and finance which adds immeasurable value to the business.

She is a busy working mum who enjoys spending time with her family.

Qualifications
BA (Hons) in Accountancy and Finance