Principal Partner Practice of St. James's Place Wealth Management
Matthew started his career within the catering industry, working in management for various football clubs. He moved into financial services in 2005, working for one of the largest and well known high street banks. Matthew has progressed from bank manager, premier relationship manager to financial planning advisor gaining numerous qualifications in financial advice.
In 2012 Matthew recognised that he could provide his clients with a better more professional service and a more holistic advice proposition within CMP Financial. Since joining the financial services industry Matthew has been focussed on maintaining lifelong relationships with his clients to provide them with a source of trusted advice as their financial needs evolve over time.
Matthew specialises in helping his clients structure their finances to protect their assets against inheritance tax, income tax and capital gains tax, maximising returns and achieving real growth through bespoke investment solutions. He is also very passionate about client’s retirement plans, helping to ensure they are on track and in line with their current objectives.
He is a father of three and when not working enjoys taking his children to theme parks. He has recently ran the London marathon, jumped out of a plane for charity and is passionate about raising money for good causes. When time permits he enjoys playing golf and going to the gym.
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.
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.
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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.