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 755027
Mobile: 07765 922551
Matthew Newton Wealth Management Ltd 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
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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