Welcome to Matthew James Wealth
Matthew James Wealth is a specialist financial planning firm based near Cheltenham and Gloucester. We provide expert wealth management services to professionals, business owners, and families across Gloucestershire and throughout the UK.
Whether you need a Financial Adviser to help accelerate your retirement, optimise your tax efficiency, or provide a comprehensive review of your pensions and investments, we deliver a clear, goals-based roadmap to help you achieve what matters most.
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.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 23/01/2026
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.
