Dale Matthews
CMA APFS EFP
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, and I am proud to have achieved Chartered Financial Planner status. This, along with the pride and dedication I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Specialisms:
About
I began working in financial services in 1984 and worked as an appointed representative of Allied Hambro, which later became Allied Dunbar. However, since February 1994 I have been privileged to have been a part of the 'Partnership' of St. James's Place Wealth Management, giving my clients the opportunity to benefit from a level of financial expertise, trusted advice and commitment that is difficult to find in financial services.
Testimonials
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.
