Matthew Alexander Wilson

DipPFS, Cert CII

I am the Director of the business and my main aim is to provide new and existing clients with fair, honest and sound financial advice to help them grow their wealth in a tax efficient way. We place a high value on providing traditional face to face advice and service that our clients truly value.

Specialisms:

E-Briefing Service

Location : St. Asaph

07798 851078

About

I have helped clients with Pension and Investment planning and other financial needs for over 30 years. I have previously worked for two high street banks and around eleven years ago started my own Practice with St. James's Place.

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.

Testimonials

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Matthew has worked for me for the last seven years and has provided sound advice which has resulted in my funds in general performing well above expectations. I would have no hesitation in recommending both him and St. James's Place to any of my friends or family.

P Harris| National Sales Manager, West Kirby

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Addresses

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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.

Atlantic Wealth Consultancy Ltd is registered in England and Wales, Number 06533529. Registered Office: 5 Heol Celyn, St. Asaph, Denbighshire, LL17 0EX.