Matthew Newton Wealth Management Ltd
MATTHEW NEWTON ACIB, Dip PFS
Matthew Newton Wealth Management Ltd is a provider of excellent wealth management and financial solutions.
I have enjoyed long term relationships with clients and their families for many years, providing advice in all areas of financial need.
I have also been most grateful for the support they have provided in referring me to friends, family and colleagues.
Matthew Newton Wealth Management objectives are to:
Build long term relationships with our clients
Provide a trusted, local, accessible and consistent service
We provide advice to individuals, trustees and companies in the following areas and also have access to a network of professional partners, where necessary.
Pensions and Protection
Mitigating Inheritance Tax
Care home fees planning
Worked for HSBC for 22 years, latterly as a Financial Adviser, before joining St. James’s Place as a Partner in June 2007.
I look forward to speaking to you soon.
- Establishing strong, moral, long term relationships –
"As one of his customers I confirm what a great help he is and withis deep Christian ways no one could have a better financial advisor. God Bless Him!" Paul Juby
Tel: 01603 720557
Mobile: 07765 922551
Matthew Newton has successfully achieved independent accreditation from The Society of Later Life Advisers (SOLLA), endorsing his competence in advising people on later life matters.
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