Matthew Jones
DipPFS
As the Director of Apex, my core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to my clients. I pride myself on the long-term relationships I build with clients, and the values which drive the ethos within Apex.
About
Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances will require you to regularly review and act upon your financial situation.
I provide clients with a personal wealth management service designed to meet short and long term needs. I can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future, no matter how your circumstances change.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The 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 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.
