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Matthew Muddiman

Dip PFS, Managing Director

Lancer Wealth Management Ltd was built to help successful families make smart financial decisions. I am passionate about helping ensure my clients’ affairs are well managed. I am always there to chat and advise whenever my clients want.

About

Matthew Muddiman is the Managing Director of Lancer Wealth Management Ltd and holds the Diploma in Regulated Financial Planning.

Matthew’s interest in finance began in 1998 and entered the wealth management industry in 2008, specialising in Executive Search for senior wealth management leaders in the UK, Switzerland and the Middle East.

He was educated at Tonbridge School, Edinburgh University and The Royal Military Academy Sandhurst, commissioning into The Queen’s Royal Lancers in 2002 and serving in Iraq in 2006.

Married to Alice and a proud father to three girls, Matthew loves to ski, sail and play team sports. The family is settled in Grayshott, on the Surrey/Hampshire border.

Lancer Wealth Management Ltd was built to help successful families make smart financial decisions.

The Practice works face-to-face, and everything is bespoke. Lancer Wealth Management Ltd cares deeply that clients receive great value.

Lancer Wealth Management’s clients are from many different walks of life, but they all share at least one thing in common: they lack either the time, or inclination, to manage their own financial affairs - or they want to work with an experienced Adviser to get the big financial decisions right.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 03/07/2024

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.

Lancer Wealth Management Ltd is registered in England and Wales, Number 10976287. Registered Office: Heathside, Crossways Road, Grayshott, Hampshire, GU26 6HE.