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.
I was impressed that shortly after taking over my investment, Mathew took time to come and introduce himself and to see if he could help in any way. He has since responded very quickly to a query I had and gave sensible advice. I will be very happy to recommend him to anyone in the future.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.