Charnwood Wealth Management Ltd
Senior Partner Practice of St. James's Place Wealth Management
Matt joined the team in April 2013 whilst attending the St. James’s Place Next Generation Academy, which developed his technical knowledge within the industry whilst also allowing him to complete his Diploma in Regulated Financial Planning.
Matt acts as a consultant to Charnwood Wealth Management Ltd and is able to offer advice to clients on all aspects of their financial planning needs including: retirement planning, savings and investment planning and financial protection, as well as being one of the teams’ mortgage advisers.
Matt is currently working towards his Chartered status.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Charnwood Wealth Management Ltd is registered in England and Wales, Number 08620537. Registered Office: Sterling House, Lichfield Street, Tamworth, Staffordshire, B79 7QF.