Matthew Wilkes Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
“Matthew has given his time willingly and generously to help our charity meet it's statutory obligations. The new pension regulations are extremely complicated for ordinary people with no experience of such matters. Matthew provided excellent advice and set up our scheme, saving us all no end of stress. He is a wonderful adviser who I would have no hesitation in recommending to any prospective client.”
“Matthew has expended time and energy creating a trust* for my grandchildren for which I am very appreciative. He has a wide knowledge of personal finance and in my experience is an adviser one can trust. ”
Anthony Osler, Marine Artist, Norfolk
“Matthew is a friendly, approachable and knowledgeable financial adviser. I contacted him on behalf of some financial advice for my father and ended up using him myself too! He is patient and gets to the heart of what you need your finances to do whether it be life cover, pensions or sorting out where best to place investments when interest rates are low. His continuing support and advice is crucial when you need to review your finances through different life stages.”
Denise Wilton, Business and Marketing Consultant, Rochester
“Matthew has advised me on financial matters for 15 years. As a person I trust and a professional I respect, I would recommend Matthew wholeheartedly. Through the ups and downs of markets, Matthew has been consistent and solid in his advice and backed up everything we have agreed. ”
Terry McGinty, Multi Store Store Manager, Bearsted
“I have used Matt's services on several occasions and found him to be ethical, honest, trustworthy and sincere in all he does, I would always recommend him without hesitation.”
N. Griva, Operational Trainer, Maidstone
“Matthew is a friendly, easy to talk-to professional, who has provided excellent advice for me and continues to deliver excellent customer service.”
Alison King, Personal Development Coach, Maidstone, Kent
“Due to poor advice from a previous advisor, we felt that we needed to seek advice we could trust. We found that Matthew and his team went beyond the call of duty to ensure we were able to get the cover we needed.”
Sharon Warner, Partner, Maidstone
“His ability to listen and understand your concerns about your next steps in life financially has made an enormous difference to the way I see the world and of course feel much better about it. I would have no problem in recommending Matthew to anyone, even if you do not proceed with any Financial advice you will feel all the more relaxed about your concerns and have made yourself a genuine new friend that cares.”
Carl King, Director King-Associate, Boughton Monchelsea
“Wealth management can be a frightening topic for ordinary folk, especially when there is a crisis. Matthew came to my rescue, calmed me down and put me back on top of the situation I found myself in. I spend a lot of time rescuing people in distress, so I guess every white knight needs their own white knight to call in at such times! Thanks Matthew and well done!”
Alan Reading, Marketing Designer, Marden
“We have always found Matthew's advice to be sound, well researched and matched to our needs. He has a very gentle and calming nature, which helps to make the world of personal finance all the easier to understand!”
Helen Waters, Housewife, Southfleet
“Brilliant Advisor, sorted our mortgage out with no probs. Well recommended.”
“As first time investors, we found Matthew Wilkes to be extremely professional, accommodating and understanding, leading us through the process in a very informative and non-pushy manner. Entirely transparent with all information, he gave us tremendous confidence that we made the correct, informed decision with our investment.”
Captain Daniel C Ellis, Army Officer, Cambridge
“I have known Matthew for fifteen years and I have always found him to be reliable and trustworthy. I would have no hesitation in recommending him to anyone.”
Accounts Executive, Gravesend
“After knowing Matthew Wilkes for over 6 Years but being a new customer of St. James's Place, I am exceptionally pleased with the help and advice that I have been given so far. In hard market times he has helped me feel at ease with the thought of long term investing again. I was pleasantly surprised that he can also help with other aspects of protection planning so that I can deal with just one person and one company. I am very much looking forward to a long and rewarding relationship with both Matthew and St. James's Place.”
“I have known Matthew Wilkes since 2003, he was my husband’s financial adviser and since my becoming a widow is looking after my interests with sound and trustworthy advice which is invaluable to me, so I can thoroughly recommend him to anyone for giving exceptionally good service and support.”
Your home may be repossessed if you do not keep up repayments on your mortgage.
*Trusts are not regulated by the Financial Conduct Authority.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Matthew Wilkes Wealth Management Ltd is registered in England and Wales, Number 08003844. Registered Office: 7 Fernbank Close, Chatham, Kent, ME5 9NH.