Welcome to Matthew Wilkes Wealth Management Ltd.
For more than 20 years, Matthew has helped and advised his clients to grow their personal wealth and provide future financial security for themselves and their loved ones. Matthew and his team’s goal is to build strong and lasting client relationships, supporting them through the twists and turns of life, we do this by combining a detailed holistic planning approach with expertise and specialist advice.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Matthew Wilkes has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
SJP Approved 29/08/2023
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.