Senior Partner Practice of St. James's Place Wealth Management
Matt joined Regency Financial Planning as a Paraplanner in September 2017 and has since progressed through the business to become a Wealth Management Consultant.
Having studied in the United States, Matt graduated from the University of Rhode Island's Business School with a bachelor's degree in finance. He then returned to the UK and has now accumulated 7 years' worth of experience in Finance, both internationally and domestically. He is continuously developing and now targets obtaining Chartered Status within the industry.
Matt's emphasis is on developing and maintaining long-term relationships with clients to provide them with a source of trusted advice as their financial needs evolve over the years. His proposition is to identify immediate needs and priorities before building a bespoke strategy to preserve and enhance their wealth, and this is strongly supported by the distinctive approach to investment management of St. James's Place. Areas Matt can help with include:
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.