Matthew Kenez
I serve a select group of individuals and families, helping them identify a clear path towards their financial objectives and streamline the complexities of their finances.
About
Through a uniquely collaborative process and holistic approach, I design tailored financial strategies putting my clients' goals at the foundation of my work to help them build and protect their wealth. This includes, among others, specialist investment and savings advice as well as retirement, tax, and protection planning.
My main focus is to help my clients reach financial independence, which I do by understanding their most important priorities for today, tomorrow, and the long-term future.
Prior to joining Clearwater Wealth Management I worked as a stockbroker in London where I advised high-net-worth clients on mid-large cap equities guiding them through both good and bad markets. I earned my Law degree from the University of Kent.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
