Matthew Collins
DipFA
Having worked in London, Kent and the Southeast for the last 34 years, I pride myself on being able to effectively help my clients in achieving their financial goals via tailor made solutions. I primarily meet with clients at their homes, over video call or initially over the phone at a time convenient for them.
I tend to specialise in Retirement Planning and Inheritance Tax Planning but I am happy to discuss all areas of Financial Planning to see if I am able to help you. I always work on a no obligation basis, if we do end up working together, I will make you fully aware of any costs and changes, before any are incurred.
About
I help my clients to manage their money tax efficiently, while aiming to grow and protect their accumulating wealth.
Where the need is relevant, I also complement my services with intergenerational estate planning, to help my clients pass as much of their wealth to their chosen beneficiaries as tax efficiently as possible.
I achieve this by providing a no jargon, face to face service with regular meetings to keep all plans on track.
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We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
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 04/04/2024
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.
