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Mathias Nessim

I specialise in providing high quality, personal financial advice to both private individuals, and companies alike.

About

The focus is on building a long term relationship that capitalises on opportunities for tax efficient investment growth, whilst helping to make sure that financial protection is established in a competitive and time efficient manner.

With the Practice having been founded more than 20 years ago, my clients can call upon a wealth of knowledge and experience that offers them a wide and varied range of solutions. Utilising these skills enables the confident planning towards a secure financial future for you, your family and your business with the peace of mind that your financial interests are being closely monitored and carefully managed.

Mathias Nessim holds a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute, and a BA Honors degree in International Business. He attained Senior Partner status within the St. James's Place in 2009, and has since continued to build on a successful family business. He specialises in Pensions and investment planning, assisting private individuals and companies with their financial needs. Previous to his career at St. James's Place, Mathias worked for a number of years with ‘Lombard International Assurance SA’ a Luxembourg based Life Assurance Company, where he received a comprehensive grounding in the financial services Industry.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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Advice & Services

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

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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Testimonials

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Mathias Nessim took over as St. James's Place Partner and contact for me personally and Svenska Petroleum Exploration in 2010. He has established good contact with the company's management and employees with regards to their individual investment arrangements and their pension schemes. His advice...

Executive Vice President Svenska Petroleum Exploration AB

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.

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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 08/11/2022

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.

Nils Mathias Nessim is a trading name of MNA Partnership Limited. MNA Partnership Limited is registered in England and Wales, Number 5697950. Registered Office: Jerrom Associates, Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH.