A Senior Partner Practice of St. James's Place Wealth Management

Matthew Newton Wealth Management Ltd

Matthew Newton

My priority is to establish and maintain trusted, long term relationships with my clients.

The key to my success has been my philosophy of providing ongoing, accessible and honest advice, not one off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.

About

I am very happily married to Alison and father to Adam and Anya. My background has been in retail banking and independent financial advice with HSBC Bank plc since 1985. In June 2007, I had the privilege of being invited to join St. James's Place Wealth Management. Having become disillusioned with the banking industry and recognising the benefits St. James's Place could offer my clients, I was delighted to accept their offer.

My mantra has always been to deal with others in the way I expect to be dealt with myself and this had become difficult to maintain. St. James's Place has offered me the freedom to afford people the time they deserve and to build trusted, long term relationships, whilst being able to provide the products and services from a FTSE 100 company.

My free time is spent with my family which, together with my work, are my number one priority.
Matthew Newton

ORTUS, 2A Westgate, Hevingham, Norwich, NR10 5NH

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
We have known Matthew since his banking days. His professionalism, honesty and integrity impressed us at that time. It was due to these qualities that we followed him when he became a St. James's Place Partner. He has provided excellent guidance and as such we would highly recommend him, as we have done to both family and friends. We have also been very happy with the service provided by St. James's Place.
Mr P J Nicholson | Retired Engineer, Malton
We are delighted to comment on our experience of Matthew’s considered advice for all our financial investments over the last nine years. He has a friendly, personal approach, thinking through our individual requirements and follows any consultation with detailed written observations. His approach is completely personal and sincere and has the backing of St. James's Place. He has and deserves our complete trust and as such we unreservedly recommend him to anyone.
Mrs Barnett | Retired Barrister @ Law, Retired Businesswoman, Bury St Edmunds
A friend recommended Matthew Newton of St. James's Place to help with my affairs, sorting everything out in a way I could understand after my husband’s death. Whenever I want advice he is always available in a friendly straightforward way, giving me financial peace of mind. I will happily recommend Matthew Newton and St. James's Place.
Anonymous
He correctly assesses the level of risk I am prepared to take with my investments and offers sound advice accordingly. He always replies to my queries promptly and makes every effort to ensure that I understand my financial position. He also goes the extra mile, over 100 actually in visiting me at home for our annual reviews. I would definitely recommend him unconditionally.
J Hawkins | Development Officer (Charity), London
Matthew is one of the few people I trust implicitly and I feel we have a special relationship. His advice has always been honest, sound and for my benefit. Both St. James's Place and Matthew always provide an exceptional service above and beyond my expectations. His track record over the last fifteen years speaks for itself. I cannot recommend him highly enough.
Mrs P Allen | Retired, Watton
I first met Matthew when he was looking after my late Aunts financial affairs, when the opportunity arose where I could transfer all my pensions into a SIPP; I had no doubt that Matthew was the man to advise me. With Matthew and St. James's Place behind him I have had sound help and advice with all my investments. My wife has built a trust relationship with him that gives me comfort for the future.
Anonymous
Matthew has been my financial adviser for many years. His calm, friendly support when my first husband died was invaluable. He organised my affairs in a way which made me confident that future financial needs would be adequately covered. This has proved to be the case even in recent difficult times globally. I have successfully recommended him to friends and family and hope to have other opportunities in the future.
Mrs P W Norris | Retired Teacher, Overstrand, Norfolk
Our adviser has never attempted a hard sell but has listened to our requirements and carried them out to our advantage rather than for his benefit. He is always available on the phone or to visit us and is polite and approachable. We would recommend his services to everyone.
Mr B Hennessey | Retired, Braintree
Since my husband had to move into full time residential care, I have been grateful for the help Matthew has given me in coping with our family finances. Matthews’s trustworthy advice, patience, clear explanations, kindness and friendship have helped to take the worry out of our lives. We have the highest regard for his financial probity, advice and capabilities and have no hesitation in recommending using his services.
Anonymous
It is refreshing and rare to find a financial adviser who takes such personal pride in dedicating himself to giving his clients the best possible advice to accord with their current and future financial needs. He maintains close contact and does not make any investment recommendation without first having researched its suitability in depth. I have infinite trust in him and would not hesitate to recommend him to anyone. Excellent in every respect and cannot commend him too highly.
Eileen Offord
Over the years we have known him, Matthew Newton has proved to be most honest, reliable and attentive, always giving sound advice. He understood clearly our needs and desires and provided for us an excellent spread of investments. I would not hesitate to recommend him to anyone. When he left his previous employer to join St. James's Place, we had no hesitation about giving Matthew our money to handle for us, to continue as our financial adviser.
Dr Thomas J Thomson
Matthew Newton has been our financial adviser for some five years. Having initially steered us through making investments post retirement, he then implemented a major reassessment of these following our recent disposal and acquisition of property. Immediately sensitive to our particular needs and always available for further explanation and advice he has constructed for us an excellent investment package and we would recommend him in the highest possible terms. We have the confidence that we can contact him at any time and will receive considered, focused and rapid advice.
Prof JH McIlwaine

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Matthew Newton Wealth Management Ltd is registered in England and Wales, Number 08170614. Registered Office: ORTUS, 2A Westgate, Hevingham, Norwich, Norfolk.
Matthew Newton
Matthew Newton Wealth Management Ltd