Matthew Jones
Matthew cares deeply about getting to know his clients and building long-lasting relationships, so he can really understand what matters most to them. Because life and circumstances are always changing, he believes financial plans should be flexible, tailored, and regularly reviewed to stay on track. Matthew’s expertise covers retirement and investment planning (both in the UK and overseas), inheritance tax planning, financial protection, and helping business owners make the most of their profits.
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.
