namemark

Matthew Ife

FCCA APFS
I provide tailored, bespoke professional financial planning and advice to private clients and business owners. I will help you take control of your finances, put in place a targeted plan, and work with you over the long term to help you achieve your goals.
Specialisms:
  • Business owners
  • Company directors
  • Financial professionals
  • Long term care service
  • Professional partnerships
  • Education professionals
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Location : Newcastle upon Tyne
0191 260 5373
07870 892922
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About

I am a Financial Planner and qualified Accountant with over 13 years’ experience in financial services. Following a career in banking, where I focused on strategic and financial planning, I decided to work directly with clients to provide advice and guidance, help them take control of their finances, and provide practical solutions to help them achieve their goals and aspirations.

I believe that successful financial planning is founded on building and maintaining long-term relationships with clients. Every individual is unique and no standard financial plan will fit all. I will put in place flexible solutions that are tailored to your needs, focused on your goals, and aligned to your personal values.

As your trusted Partner and adviser, I will meet with you regularly to ensure that our plans continue to meet your objectives as your financial needs evolve over time.

I specialise in offering joined-up, professional face-to-face advice across a range of financial planning areas, including:
• Mortgages
• Insurance and financial protection
• Retirement planning
• Savings and investment planning
• Tax planning
• Estate and legacy planning, including the use of trusts

Your home may be repossessed if you do not keep up repayments on your mortgage.

Trusts are not regulated by the Financial Conduct Authority.

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Advice & Services

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

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protecting you and your finances
Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.
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Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Other Specialist Services
Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.
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Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families cascade their collective wealth across generations to support each other.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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Our Investment Management Approach
SJP chooses its external fund managers extremely carefully. Only those we consider outstanding in their field manage our client funds.
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News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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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 14/03/2023

The Partner 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.

Matthew Ife
Matthew Ife
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