Mathew is a highly experienced Financial Adviser having devoted the last 26 years of his working life to help others make the most of their monies and realise their financial goals. Mathew's career began with Lloyds TSB in 1987 and he quickly became a highly respected and successful consultant, resulting in him regularly being asked to speak at Regional and National conferences within the group before he was invited to join St. James’s Place Wealth Management. Mathew achieved Chartered Status on 7th December 2018.
Mathew recognised that he could provide clients with a better and even more personal service, and the best possible advice by setting up his own business, becoming a Senior Partner Practice of St. James’s Place Wealth Management as part of the process. He focuses on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers.
Mathew’s experience is complimented professionally by having achieved the Diploma in Financial Planning through the Chartered Insurance Institute and Personal Finance Society. Mathew has specialised in offering a wide range of important financial planning areas including:
- Wealth Preservation
- Inheritance Tax Planning
- Trust & Trustee Planning*
- Specialist Tax Planning
- Onshore & Offshore Investment Planning
- Portfolio Management Services
- Pension & Retirement Planning
* Trusts are not regulated by the Financial Conduct Authority