Matthew Potter has 15 years in the financial services industry and five in property management.
Based across its offices in Yeovil and Weymouth, he will assist individuals and families in navigating the complex world of finance planning and investment.
Mr Potter said: “I’m excited to be joining the team at Albert Goodman, which has a tremendous reputation throughout the entire breadth of the region.
“This is a fantastic opportunity for me and I’m looking forward to collaborating with my new colleagues to ensure Albert Goodman clients have the peace of mind to plan for the future with confidence.
“Whether clients want to build a diverse investment portfolio, plan for retirement, protect assets, or safeguard their family’s future, I have the knowledge and tools necessary to help them make informed decisions.”
Reme Holland, financial planning partner at Albert Goodman, expressed his excitement about the new appointment.
He said: “With his impressive experience and exceptional market knowledge, Matthew will be a key member of our team and a valuable asset.
“I’m incredibly proud that Albert Goodman is able to attract such accomplished people and Matthew’s appointment signals our commitment to providing our clients with an outstanding service.”
Albert Goodman operates across several locations including Bristol, Yeovil, Weymouth, Weston-super-Mare, and its Taunton HQ.
When not offering financial advice, Mr Potter, a father-of-two, can be found in Taunton, where he lives with his family and has made a name having launched the Taunton Dragons basketball club.