“I am taking an approach that allows continuity between client and advisor together with high levels of client service. Taking service back to the way it used to be.”

I deliver tailored and very high quality financial advice which is backed by the St. James's Place guarantee. I am currently being asked to undertake complex pension transfer cases by many of my clients. St. James's Place also has some of the best pension funds in the industry.

Other areas that I can help you with:

• Investing for Growth, Income or both.
• Planning for retirement.
• Protecting Wealth.
• Protecting you and your family.
• Alleviating tax.*
• Planning exit of a business whilst minimising tax and risks.**
• Contingency planning.
• Estate planning.
• Wills.*
• Trusts.*
• Mortgages.

It is immensely important that people have continuation in the advice they receive, especially in relation to Government legislation and changing individual circumstances. I will help and guide my clients through all of these aspects.

I hope that you find this site of interest. Please contact me should you wish to discuss any aspect of your finances.

Matthew Wilson
Partner of the St. James's Place Partnership

*These services are not regulated by the Financial Services Authority.
**Will writing, some forms of Trust planning or Exit Strategy Planning will be distinct and separate to the services offered by St. James's Place.

Your home may be repossessed if you do not keep up repayments on your mortgage.