Matt Cross

All too often I hear the words “I hadn’t realised I could do that” or “we should have done this sooner” in the early stages of meeting clients. Financial Planning doesn’t have to be overwhelming or complex, but it does have to be relevant to your objectives. Good advice is finding the right balance between logic and emotion. As you can see in my testimonials, I perform a full and frank review of all my client’s aspirations and financial affairs. From this I can create the building blocks to a robust financial plan. This is not done overnight; I break my advice down into steps that can be taken over time, that ultimately help you build a better future. As featured in: - Bloomberg - Financial Times Adviser - Professional Adviser - Money Marketing - The Metro - The Standard - SJP START. Outside of work, I enjoy attempting to; keep fit with Crossfit, play rugby and clay shoot. Feel free to send me a message if you have any questions or think I can help. matt.cross@sjpp.co.uk 07557448075 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. 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