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.
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
We have been with Matthew for 4 years and pleased to see our investments grow well.
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.
Service faultless. Good and well informed insight to what is happening to investments, with clarity and well executed. Easily contactable, fast response to requested information or queries. Overall better than originally anticipated.
Wish we had seen Matthew 10 years ago. Extremely professional.
I have known Matthew over 3 years and he has always been extremely helpful and I am pleased with his service.
Great peace of mind with our investments and a wonderful service provided by Matthew.
I have been very pleased with the service from Matthew for the past 5 years.
I have received advice from Matthew for over 5 years and have always found him to offer good advice and support when needed. I would highly recommend Matthew and St. James's Place.
From the outset, Matthew has given me sound and trustworthy advice, through the various areas of my financial planning. Needs and objectives were understood with clarity. This support and his punctuality are 1st class. I have already recommended him to friends and family and will continue to do s...
I am very happy with the service that Matthew has provided over the last 6 years. He is always there to answer any questions.
Matthew has given us excellent financial advice for the past 3 years. He is very thorough and explains all options clearly. We are happy to recommend him.
Having dealt with Matthew for the last 5 years I am very pleased with his performance. Matthew is always pleasant and understanding and has looked after my investments very well.
Matthew has been looking after our investments for about 4 and a half years and to date we are extremely happy with him and the personal contact we have to discuss the investments.
We have been advised by Matthew for some time now and are very pleased with the outcome. He is regularly in contact and always available and we have built up a relationship based on trust.
Matthew has been known to us for quite a few years now. He has provided us with excellent financial advice and helped to improve our financial situation by a very reasonable degree. We are pleased with his attention to ensure we know what is happening with our funds.
We have known Matthew for about 5 years and are extremely happy with our investments and the service he has provided so far.
I have been dealing with Matthew for about a year. I am extremely pleased with my pensions and investments with St. James's Place and very happy with the tax rebates I have received.
I have been with St. James's Place for about 2 years now and have been very happy with the services Matthew has provided.
The right financial advice and guidance is vitally important in retirement. Matthew's sound advice and service is excellent. I have no hesitation in recommending him.
I was introduced to Matthew just over 2 years ago and since that time I have found him very approachable and helpful. His frequent updates are reassuring.
We have been extremely pleased to have St. James's Place to look after our finances. Matthew has been exceptional in giving us very sound advice. He is extremely reliable and trustworthy and issues full confidence in all that he recommends. He is always available for clarification and advice at a...
I am extremely grateful for the advice and support Matthew has given to me as a client over the last 10 years. He is always there to contact if I need him.
We have been dealing with Matthew for over 4 years, we are very pleased with how he has helped us with our investments and extremely happy with his service to date.
Matthew has worked for us for 3 to 4 years and supplied us with a very good service. We are really pleased with his work and we would recommend him to anyone who wanted to invest.
Matthew has been consistently helpful and given us clear information about our investments. He is friendly and approachable and always answers our questions in a simple and easy to understand way.
I am very pleased with the services I have received. Matthew has always helped me in recommending good and sound advice. I would not hesitate in recommending him to anyone.
I have been investing through Matthew for 5 years, we are extremely pleased with his service.
Matthew has given me good advice and guidance with investments previously and is doing so at the moment. I would have no problem with recommending him to anyone.
Matthew gave me good advice that was backed up by the St. James's Place Guarantee*. I was impressed when he brought a Tax and Trusts expert to our meeting. This should save me and my family a great deal of tax over the long haul.
Matthew has impressed me with his knowledge and expertise in Wealth Management. Also, his forthright and engaging personality has given me a great deal of confidence at a time of great uncertainty in the world of finance.
Matthew Wilson helped me to find the right solution for my pension fund. Matthew kept in touch with me every step of the way, checking that I had all the information I needed to make the best choices. I would recommend Matthew's services to family, friends and colleagues with confidence.
Matthew Wilson of St. James's Place has advised myself and my husband on investments, and we both found him to be very knowledgeable and thorough in all dealings. He spent a lot of time explaining the different funds available to suit our needs and was very polite and helpful throughout.I would h...
I'm always extremely busy running my own business, a home, and bringing up two young boys. Matthew has helped me address all my financial needs, offering sound advice and a wide range of services, and made it all so easy for me. Matthew is always very professional and is to be commended for his h...
In 2010 Matthew gave me a long overdue financial health check. I have to say I was impressed on a number of fronts. First of all his approach was both systematic and professional, his experience and knowledge of the investment market together with his discretion was also impressive and the fact t...
I spoke with Matthew earlier this year regarding my pension arrangements that were split between two well known companies and not performing particularly well either. Matthew explained how St. James's Place works and took away several years of paperwork to review. Soon after Matthew contacted me ...
I suggested that my Mum talk to Matthew Wilson after listening to his 10 minute slot at BNI. I knew she was struggling to understand the best way of dealing with her pensions and mentioned his services to her. Following Matthew's visit, the feedback I got from Mum was undoubtedly the most enthusi...
We have been with Matthew for 4 years and pleased to see our investments grow well.
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.
Service faultless. Good and well informed insight to what is happening to investments, with clarity and well executed. Easily contactable, fast response to requested information or queries. Overall better than originally anticipated.
Wish we had seen Matthew 10 years ago. Extremely professional.
I have known Matthew over 3 years and he has always been extremely helpful and I am pleased with his service.
Great peace of mind with our investments and a wonderful service provided by Matthew.
I have been very pleased with the service from Matthew for the past 5 years.
I have received advice from Matthew for over 5 years and have always found him to offer good advice and support when needed. I would highly recommend Matthew and St. James's Place.
From the outset, Matthew has given me sound and trustworthy advice, through the various areas of my financial planning. Needs and objectives were understood with clarity. This support and his punctuality are 1st class. I have already recommended him to friends and family and will continue to do s...
I am very happy with the service that Matthew has provided over the last 6 years. He is always there to answer any questions.
Matthew has given us excellent financial advice for the past 3 years. He is very thorough and explains all options clearly. We are happy to recommend him.
Having dealt with Matthew for the last 5 years I am very pleased with his performance. Matthew is always pleasant and understanding and has looked after my investments very well.
Matthew has been looking after our investments for about 4 and a half years and to date we are extremely happy with him and the personal contact we have to discuss the investments.
We have been advised by Matthew for some time now and are very pleased with the outcome. He is regularly in contact and always available and we have built up a relationship based on trust.
Matthew has been known to us for quite a few years now. He has provided us with excellent financial advice and helped to improve our financial situation by a very reasonable degree. We are pleased with his attention to ensure we know what is happening with our funds.
We have known Matthew for about 5 years and are extremely happy with our investments and the service he has provided so far.
I have been dealing with Matthew for about a year. I am extremely pleased with my pensions and investments with St. James's Place and very happy with the tax rebates I have received.
I have been with St. James's Place for about 2 years now and have been very happy with the services Matthew has provided.
The right financial advice and guidance is vitally important in retirement. Matthew's sound advice and service is excellent. I have no hesitation in recommending him.
I was introduced to Matthew just over 2 years ago and since that time I have found him very approachable and helpful. His frequent updates are reassuring.
We have been extremely pleased to have St. James's Place to look after our finances. Matthew has been exceptional in giving us very sound advice. He is extremely reliable and trustworthy and issues full confidence in all that he recommends. He is always available for clarification and advice at a...
I am extremely grateful for the advice and support Matthew has given to me as a client over the last 10 years. He is always there to contact if I need him.
We have been dealing with Matthew for over 4 years, we are very pleased with how he has helped us with our investments and extremely happy with his service to date.
Matthew has worked for us for 3 to 4 years and supplied us with a very good service. We are really pleased with his work and we would recommend him to anyone who wanted to invest.
Matthew has been consistently helpful and given us clear information about our investments. He is friendly and approachable and always answers our questions in a simple and easy to understand way.
I am very pleased with the services I have received. Matthew has always helped me in recommending good and sound advice. I would not hesitate in recommending him to anyone.
I have been investing through Matthew for 5 years, we are extremely pleased with his service.
Matthew has given me good advice and guidance with investments previously and is doing so at the moment. I would have no problem with recommending him to anyone.
Matthew gave me good advice that was backed up by the St. James's Place Guarantee*. I was impressed when he brought a Tax and Trusts expert to our meeting. This should save me and my family a great deal of tax over the long haul.
Matthew has impressed me with his knowledge and expertise in Wealth Management. Also, his forthright and engaging personality has given me a great deal of confidence at a time of great uncertainty in the world of finance.
Matthew Wilson helped me to find the right solution for my pension fund. Matthew kept in touch with me every step of the way, checking that I had all the information I needed to make the best choices. I would recommend Matthew's services to family, friends and colleagues with confidence.
Matthew Wilson of St. James's Place has advised myself and my husband on investments, and we both found him to be very knowledgeable and thorough in all dealings. He spent a lot of time explaining the different funds available to suit our needs and was very polite and helpful throughout.I would h...
I'm always extremely busy running my own business, a home, and bringing up two young boys. Matthew has helped me address all my financial needs, offering sound advice and a wide range of services, and made it all so easy for me. Matthew is always very professional and is to be commended for his h...
In 2010 Matthew gave me a long overdue financial health check. I have to say I was impressed on a number of fronts. First of all his approach was both systematic and professional, his experience and knowledge of the investment market together with his discretion was also impressive and the fact t...
I spoke with Matthew earlier this year regarding my pension arrangements that were split between two well known companies and not performing particularly well either. Matthew explained how St. James's Place works and took away several years of paperwork to review. Soon after Matthew contacted me ...
I suggested that my Mum talk to Matthew Wilson after listening to his 10 minute slot at BNI. I knew she was struggling to understand the best way of dealing with her pensions and mentioned his services to her. Following Matthew's visit, the feedback I got from Mum was undoubtedly the most enthusi...
We have been with Matthew for 4 years and pleased to see our investments grow well.
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.
