Having worked in London, Kent and the South East for the last 26 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, at a time convenient for them, or at one of the St. James's Place offices across the country.
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.
We offer an excellent wealth management service which will help you achieve your goals
Matthew Collins has been our financial adviser for a number of years and we were delighted to be able to persuade him to remain as such after he left our bank. Matthew has an extensive financial knowledge and always has the time to listen to ones point of view. He has a friendly manner and is availa...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
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.