Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Matthew started his career in financial services after obtaining a Degree in Law and Business. He later joined St. James's Place in 2015.
He now spends his time building and maintaining long-term relationships with his clients, understanding their needs and providing tailored advice in order to ensure financial security as their needs evolve.
Matthew predominantly works with city professionals, priding himself on the fact that the majority of his new clients come as a result of personal recommendations.
Outside of work he can be found either watching his local rugby team or playing golf – although is the first to admit that for the latter it is him who could do with some advice!
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/products. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.