My relationship with Tim started just over 12 months ago as I considered my retirement plans when approaching my 42nd year with the NatWest Group. Our initial meeting was low key, friendly and professional as Tim got to know me, whilst learning more about my plans in retirement. However, it was...

More text

Matthew is trustworthy, reliable and efficient. I would highly recommend him to other professionals looking for support with their financial planning. With his advice and financial modelling expertise, we regularly map out my longer-term plans to provide control to an otherwise complex area.

Having been referred to St James's Place, more specifically Jordan, I couldn't recommend him highly enough. He's incredibly knowledgable, pro-active and made me comfortable from moment 1 talking about my financial position + plans for the future. My biggest regret, is not meeting him earlier.