Who We Are

Stephen Clifton
Stephen CliftonFounder and Managing Director
  • Started company in 1984.
  • Pensions experience: Early training and knowledge developed with a specialist pensions company prior to founding Money Matters.
  • Qualifications:
    • Financial Planning Certificate
    • Advanced Financial Planning Certificate including the specialist G60 pensions paper
    • Investment Management Certificate which is a requirement for discretionary portfolio management
  • Other relevant training: Collaborative Law training in the US to advise on Financial Matters in divorce.
  • Other relevant interests: I am an enthusiastic environmentalist and as such am keen in the area of ethical (or socially responsible) investments.
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David Jones
David JonesDirector
  • Joined Money Matters in 1994.
  • Previous experience: 22 years in mainstream banking with the Royal Bank of Scotland.
  • Qualifications: Financial Planning Certificate.
  • Other relevant training: Collaborative Law training in the US to advise on Financial Matters in divorce.
  • Other relevant interests: I am a corporate planning specialist and deal with a number of small and medium sized companies.
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Mark Hassall
Mark HassallDirector
  • Independent Financial Adviser since 1998 with Money Matters.
  • Previous experience: City Office Pensions Manager for large multi national insurance company.
  • Qualifications: Financial Planning Certificate.
  • Other relevant training: Collaborative Law training in the US to advise on Financial Matters in divorce.
  • Other information: Keen interest in the environment. Formal education in psychology.
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Adrian Atkinson
Adrian AtkinsonDirector
  • Joined company March 2008 having joined from Atkinson Bolton Consulting (one of the founding directors in 2001).
  • Previous experience: 15 years wealth management experience dealing with high net worth individuals, business owners and professional connections.
  • Qualifications:
    • Financial Planning Certificate
    • G30 Corporate Business Development
    • G60 Pensions paper
    • K10 and K20 in pre and post retirement options
  • Other relevant interests: My aim is to provide bespoke wealth management solutions to my clients changing needs and provide them with a superior ongoing service. This includes working alongside their other professional advisers such as accountants, solicitors and 3rd party fund managers.
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