Matthew Wilkes
DipPFS DipCII(MP) DIPCII(ER)
I have over 30 years' experience in the financial services industry. My career started with Barclays Bank in 1988 progressing to Branch Manager and Area Manager. In 2000 I completed my financial advice qualifications and started as a Financial Adviser with Pearl Assurance. I worked for Halifax for 7 years and was very successful in my role as a Financial Adviser.
Specialisms:
About
Through the distinctive model of St. James's Place, I am able to provide my clients with a greater level of service and advice through the products and services available to the St. James's Place Partners. I am incredibly passionate about what I do and enjoy working closely with my clients to ensure I provide them with the service they require.
My aim is to provide you with security now, prosperity in the future and the highest standards of satisfaction in all our dealings. I promise to deal with you courteously, professionally and fairly at all times.
I reside in Kent with my wife Rebecca, we have been married for 19 years, and have three sons, Oliver, Rhys and Freddie. I enjoy a variety of sports and keeping fit. I am a volunteer for Kent Search and Rescue, a charitable organisation dedicated to assisting the emergency services in the search for and rescue of vulnerable missing persons.
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.
