About me
Matthew James Wealth is an Appointed Representative of St. James's Place to service financial planning clients across Cheltenham and Gloucester, with further reach across the UK. Matthew James Wealth provides clients with personal care from a dedicated local Adviser and the strength of a world-class wealth management firm.
The Practice's philosophy: In an industry often crowded with complexity, clients deserve advice rooted in real-life outcomes, not jargon. The Practice believes that wealth should serve as a strategic tool to fulfil your life's aspirations, not merely be an accumulation for its own sake.
The Practice's specialism: Supporting clients with complex planning needs, particularly those approaching key transition points in life. This includes retirees seeking to secure their income, business owners planning their exit strategy, professionals looking to invest tax efficiently, and families looking to protect their wealth for the next generation. Based in Gloucestershire with reach across the UK, we are proud to serve a diverse network of individuals and families who value transparency and a personal connection.The Practice's goal: To provide you with a documented financial plan that evolves alongside your life. Through regular reviews, we ensure your strategy remains suitable over the long term as legislation and your circumstances evolve.
The Practice's promise: to give you the clarity to understand your options, the confidence to make decisions, and a plan to see them through.
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.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
More about me
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
