Senior Partner Practice of St. James's Place Wealth Management
Matt has worked closely with both private and corporate clients for over ten years helping them achieve their financial goals. Matt provides advice in a range of areas including investments, retirement, inheritance tax planning and protection.
Matt has vast experience of providing financial solutions for the healthcare industry, with a focus on dental practices and the NHS pension scheme.
If you are considering any of the below for your practice, Matt could certainly assist:
Financing its purchase
Providing an auto enrollment compliant Employer Sponsored Pension Scheme for your staff
Ensuring you have locum cover in place*
Key person assurance
Creating a business exit strategy**
Alternatively, Matt could help with the following for you and your family:
Maximising NHS retirement planning opportunities
Efficient tax planning
Maximising investment opportunities
Protecting your income
In his spare time Matt likes to keep active. He is a keen skier and enjoys playing golf. Away from sport Matt and his wife love to travel and can often be found at Glastonbury music festivals.
**Locum cover may include products and services that are separate and distinct to those offered by St. James's Place.
**Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by 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.
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.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.