Matthew Newton

Wealth Management & Financial Planning

My priority is to establish and maintain trusted, long term relationships with my clients. The key to my success has been my philosophy of providing ongoing, accessible and honest advice, not one off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.

I offer all the usual financial services you would expect from an established provider, including:

  • Advice and guidance on new and existing investments
  • Advice on the various ways to pay for Long Term Care
  • Reviewing retirement plans and existing pension arrangements
  • Protecting clients’ families from the effects of Inheritance Tax
  • Advice on protecting you and your family, against financial risks
A key contributor to my success has been clients’ willingness to recommend me to family, friends and colleagues, for which I am sincerely grateful. This is very important to me, not only from a business point of view, but is confirmation that I am fulfilling my goal of distinguishing myself and what I have to offer from many others in this industry.

Through the distinguished St. James's Place brand, our clients benefit from our distinctive approach to investment management and the returns it offers. We engage the services of a number of carefully selected and monitored, external fund managers and providers and the success of this strategy is borne out by our track record, the awards we have won and the feedback our clients give us.

Our Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

I would welcome the opportunity to talk to you about your needs.

Matthew Newton ACIB Dip PFS
Partner of the St. James's Place Partnership