Matthew Adams DipPFS
Matthew is passionate about creating both trusting and long-lasting relationships with his clients, ensuring he understands their real aspirations and goals in order to provide a bespoke plan. Due to a continuous ever-changing environment with complex legislation, it is Matt’s objective to help you on a stress-free route towards financial freedom. With the right planning and the right adviser you can be sure to know that you have the best possible chance of achieving the goals you envisage for yourself.
Matthew provides support in all aspects of your finances; including retirement and tax-efficient investment planning, mortgage advice as well as protection for you, your family and business.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.