Matthew Taylor
DipPFS Cert CII (MP & ER)
Prior to joining St. James's Place in 2015, I spent over 14 years as a Wealth Manager and Financial Planner with both regional and national financial advice firms, working for 10 years with the same IFA practice.
As a consequence, I established many long-term and trusted relationships with individual clients and their accountants and solicitors due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am a qualified member of the Chartered Insurance Institute holding the Diploma in Financial Planning. I am currently working towards attaining Chartered Status. I also hold the Long Term Care qualification and I am a full member of the Society of Later Life Advisers (SOLLA).
About
I am committed to ensuring that my continued professional development remains relevant and current for the benefit of all of my clients. I place great value on establishing and maintaining relationships with my clients in order to provide a highly ethical and holistic service.
Outside of my business, I enjoy spending quality time with my family. My wife and I are proud parents of four young children. I also enjoy keeping fit by playing football, cycling and running, having taken part in the Great North Run several times.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
