Matthew Newsome

I have been working in financial services for 18 years and have a vast experience covering most areas of financial planning. I use a goals based financial planning approach along with holistic financial advice to deliver stronger and more meaningful client outcomes. I have built my business on trust, great service and great client relationships which is central to my business proposition. Reasons to get in touch: You want to review your pensions and retirement planning You are thinking about retirement You want to save and maximise your tax allowances You are a Business Owner or Entrepreneur seeking expert advice for you or your business You want to protect you, your family or your business You are concerned about inheritance tax and intergenerational planning The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 15/03/2023