Matt Lines
Cert CII (MP)
I'm Matt Lines, Principal of Lines Financial Planning.
My background is in financial services having worked in the insurance industry for 20 years. I believe there isn't enough quality financial advice, education and guidance in the UK currently and I'm on a mission to help change that.
The most important people in my life are my two kids, Lewis and Olivia.
About
Welcome to Lines Financial Planning! I set up my business with two aims:
To help my clients achieve the lifestyle they want by providing clarity and peace of mind over their financial affairs, and to build a business for myself that enables me to spend more time with my children.
I work with people who want more time, freedom, and abundance in their lives. People who appreciate the human touch and want their financial affairs looked after by a friendly, down to earth financial planner who understands it takes time and trust to develop a business relationship.
I strongly believe that financial advice is a basic necessity for everyone, not just a privilege of the wealthy.
So whether you are purchasing a home, want to protect yourself and your loved ones against financial risk, or want to build and preserve your wealth I can help.
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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.
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 23/03/2023
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.
