Partner Practice of St. James's Place Wealth Management
Matthew has been advising for over 12 years and believes in true holistic financial advice for his clients. In an ever changing world providing an ongoing service and updating clients on their financial plan is central to Matthew's client proposition.
He covers all aspects of wealth management advice from retirement and estate planning, portfolio planning advice as well as financial guidance for businesses and business owners. A focus on wealth creation and tax mitigation is fundamental to building and maintaining healthy client relationships.
Whether you are an employed professional, business owner or entrepreneur Matthew has the experience and expertise to help your wealth flourish.
Matthew is married to Laura and they have two young sons. His hobbies and interests include a passion for road cycling as well as enjoying motorsport, travelling and days out with the family.
The Partner Practice 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Atlantic Wealth Management is a trading name of Atlantic Wealth Management (UK) Ltd. Atlantic Wealth Management (UK) Ltd is registered in England and Wales, Number 08772076. Registered Office: The Business Store, 98-100 High Road, Rayleigh, Essex, SS6 7AE.