I am a highly experienced Financial Adviser having devoted the last 17 years of my working life to help others make the most of their monies and realise their financial goals. My career began with Lloyds TSB in 1987 and I quickly became a highly respected and successful consultant, resulting in me regularly being asked to speak at Regional and National conferences within the group before I was invited to join the St. James's Place Partnership.
I recognised that I could provide clients with a better and even more personal service, and the best possible advice by setting up my own business, becoming a Partner of the St. James's Place Partnership as part of the process. I focus 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 I offer.
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 Investments
- Portfolio Management Services
- Pensions & Retirement Planning
* Trusts are not regulated by the Financial Services Authority
St. James's Place Guarantee
Working with other specialists