Senior Partner Practice of St. James's Place Wealth Management
Matt joined Regency Financial Planning in April 2018 via the St. James’s Place academy in Manchester.
Matt previously worked for 13 years in the education sector. During this time, he covered several roles including teaching, training & mentoring and business development.
Having graduated with a first-class degree in business management, he was responsible for the Financial Management of a multi-million-pound further education contract prior to joining Regency.
Through his previous roles Matt brought high levels of professionalism and tailored, personal support and advice to his clients which is something he is looking maintain in his current role.
He helps clients to realise their long term financial goals and ambitions whilst ensuring protection is in place for all of life’s eventualities.
Areas Matt can help with include:
Personal and business protection
Savings and investments
School Fees and Education Planning
Inheritance Tax Planning
Matt places the client at the heart of everything he does whilst utilising the distinctive investment management approach of St. James’s Place to ensure the best possible outcomes for clients and their families.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.