My experience at one of the world’s largest banks for many years, before I joined Sovereign Wealth back in 2014, gives me a wider perspective than your average adviser.
It’s this edge which means I can deliver you higher level, expert financial advice.
First, I work with you to understand your goals, then I give you the financial advice and planning to help you get to where you want to be. Everyone will have a different goal, whether it be early retirement, building savings, new investments, inheritance tax planning or perhaps you want to make sure you have the correct protection in place. I work with private individuals but I’m also highly active with a growing client portfolio in the corporate market.
As a corporate client said to me; “Working with Matthew means that I can focus on what I do best, running my business, and leave Matthew to do what he’s excellent at, which is managing our financial planning and protection requirements.”
I very much look forward to explaining how I can help you individually and welcome you to get in touch
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.