0330 038 8942
Based in Worcester-Park
View locationChecks carried out by VouchedFor
FCA Status: Pending
Checks for Matthew and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Matthew and/or the firm they work for (or are appointed representatives of) are currently pending
4
Recent Client Reviews
Matthew has received 4 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Matthew has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 16 March 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 qualification certificates available to view
Matthew has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matthew has not yet added their fees to their profileFees not yet added
Matthew has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 10 first impressions)100% of users who are not yet clients had a positive first experience with Matthew
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Matthew (based on 10 first impressions)
About
I have worked in financial services for several years and provide broad based advice, mainly to directors and professionals helping them with practical solutions to the financial issues that concern them most. I provide people with holistic advice across multiple areas of financial planning; providing value to not only my clients but also to their families, across multiple generations. Working with both individuals and businesses, I focus on building and preserving assets, protecting against risk, and creating growth opportunities for wealth, to help people meet their financial goals and objectives into the future. My advice covers all areas of wealth management, including: retirement planning, wealth protection, savings and investment planning. As an Associate Partner of St. James’s Place Wealth Management based in Surrey, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. 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 28/02/2024