Matthew Wilson

I come with over 30 years experience in the investment, pension and protection areas. High quality financial advice and bespoke service levels are provided to all of my clients. I currently deal with personal clients, business owners and Trustees. 90% of my new clients come via my existing client recommendations, where they generally refer friends and family to me. I generally find that investments, pensions and tax wrappers like Isa's can be confusing and complex for a lot of people and I have always had a personal goal to put advice and guidance across in simple terms that all my clients understand. It goes without saying that all my clients want to make decent profits from whatever they invest and save tax where they can. My clients also like the fact that they have someone who they know and trust who they can make contact with anytime, instead of using call centres which seems to be the main theme for most providers these days. 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 xx/xx/xxxx