Matthew started his financial services career working at Santander shortly after graduating from the University of Manchester. After 5 years in banking and having experienced multiple different roles which form a bed rock of financial industry knowledge, Matthew decided to specialise into the world of financial advice.
Since joining St. James's Place and Andrew Heyes Wealth Management in 2018 Matthew has spent his time working with clients to help them reach their financial goals. Taking the time to understand every client’s unique position and tailor a wealth management strategy to suit.
Alongside core areas of advice which include retirement and protection planning, Matthew has also decided to operate in a few niche areas of advice with the hope of being able to help any financial planning need. These area’s include mortgage planning and equity release.
Outside of work Matthew enjoys playing badminton, attending the theatre and spending time outdoors.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
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.