Welcome to Matthew James Wealth
A financial planning firm based outside of Cheltenham, Gloucestershire, we serve clients both locally and across the UK. We provide clear, goals-based financial planning for professionals, business owners, and families.
Whether you are looking to accelerate your retirement, be more tax-efficient, manage a business exit, or build a lasting family legacy, we will help you build a roadmap to achieve what matters most to you.
Proudly partnering with a leading wealth management firm, St. James's Place, Matthew James Wealth will deliver our core promise: clarity, confidence, and a plan.
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.
