Matt Wheeler
MEng, APFS
As a Chartered Financial Planner approaching 10 years of experience, I combine a methodical, analytical approach with a commitment to clear, jargon-free advice. My focus is on building strong, personal, long-term relationships that give you the confidence that your financial future is secure, allowing you to focus on enjoying life today.
About
After earning a Master's in Mechanical Engineering from the University of Southampton, I established my financial planning career within specialist independent firms in Cambridge before moving to Gloucestershire. As a Chartered Financial Planner approaching a decade long career, I have proudly founded Matthew James Wealth.
I specialise in retirement planning, cashflow modelling, and tax efficiency. My analytical background will help you navigate complex financial decisions with logic and clarity. I have an action-oriented approach; focusing on delivering tangible outcomes that will align with your unique objectives.
Beyond the office, I play for my local football club and have recently discovered a passion for padel. As a dedicated Formula 1 enthusiast, I never miss a race weekend. At home, life is wonderfully chaotic with two young daughters and an endlessly energetic cockapoo.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
