0330 038 8939
Based in Chester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
Matt has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has not yet added their fees to their profile
Fees not yet added
Matt has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 March 2025
Matt and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
24
Recent Client Reviews
Matt has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Matt has received 24 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Matt has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Matt has not yet added their fees to their profile
Fees not yet added
Matt has not yet added their fees to their profile
I have been working in the financial services industry since 2019 and across the years I continue to evolve and develop a real passion for helping my clients. I truly believe that ensuring they are educated on what we are doing, and most importantly why, as this will enable them to feel both confident and comfortable with the decisions they are making with their financial plans. Through this approach I develop deep and meaningful relationships with my clients so that in the years to follow, we both have a strong understanding of what we need to do, so that they can achieve their financial goals and aspirations. In my personal life, I enjoy spending time with my wife, my son and our 2 dogs. I am also a keen runner and look to complete ultra marathons and other events each year. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/11/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Matt's clients
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