MATTHEW WILLEE | Associate Partner
Matthew is a qualified Chartered Accountant with a BSc in Finance from Durham University. He developed his expertise through comprehensive training at Grant Thornton and HaysMac, where he specialised in financial services audits. During this time, he managed a diverse portfolio of clients, including hedge funds and private equity firms, gaining extensive experience in navigating the complexities of the financial sector.
Matthew has since qualified as a financial adviser, completing his professional qualifications through the Chartered Insurance Institute (CII). He now works with clients across the full spectrum of cross-border financial planning, from tax-efficient investment structures and retirement provision to estate considerations and long-term wealth preservation. Bringing the same detail-led rigour that shaped his audit career, he translates the complexities of living and investing across jurisdictions into clear, actionable strategies. For expatriates navigating unfamiliar tax regimes and financial systems, he offers the reassurance of a planner who understands both the numbers and the practical realities of building a life abroad.
Contact MatthewWhy I can help
With a solid background in financial data analysis, accountancy and audit, I am well equipped to help AI Wealth continue to be a sustainable, long-term business that delivers excellent outcomes for its clients.
Experience
4 years
Certifications
ACA / DipPFS / BSc (Hons)
Location
London, UK
Availability
Remote or in person
Skills & Abilities
Financial data analysis
Audit
Risk management
Cash-flow modelling
Need Help?
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Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
Ryan's 20 years with leading international financial institutions helps Al Wealth's clients grow their wealth and safeguard it for future generations
Matthew is a qualified Chartered Accountant with a BSc in Finance, who has gained extensive experience in navigating the complexities of the financial sector
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Stephen Lewis is a highly experienced financial advisor, with over 30 years of expertise of providing financial services to international expatriates in the GCC region
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation
