Senior Partner Practice of St. James's Place Wealth Management
Matthew joined Navigation Wealth Management in October 2018 after 3 years working as a specialist IFA in the field of Personal Injury and Clinical Negligence, providing financial advice to vulnerable clients and their families. This also involved working closely with Solicitors and Court Appointed Deputies to manage the affairs of vulnerable individuals.
Prior to this, Matthew worked in the Banking industry for 15 years, mostly with Lloyds Bank.
Now at Navigation Wealth Management, Matthew continues to work with Solicitors to ensure their clients funds are invested appropriately, as well as providing holistic financial planning to non-vulnerable clients.
Matthew is committed to ensure the service he provides to his clients is of a standard that results in further recommendations for his advice.
Matthew is currently studying towards ‘Chartered Financial Planner’ status and will continue to test himself to ensure his knowledge is fully up to date.
Matthew provides advice across all areas of financial planning including Investments, Pension Planning, Protection and Inheritance Tax Planning.
Outside of work Matthew loves to spend time with his wife Emma and their son Benjamin. Matthew is also a keen golfer.
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 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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.