Matthew Wykes Financial Services
As Principal of Matthew Wykes Financial Services, I have over 16 years’ experience in the financial services industry. I provide a wide range of services to individuals, professionals and business owners. My objective is to build a long-term relationship with my clients and their families to provide them with a source of trusted intergenerational advice, as their financial needs evolve over the years.
My core values focus upon offering an expert service of distinct quality and excellence, which in turn gives financial peace of mind to clients. I offer the benefit of a personalised service to meet all financial needs, whether a business owner/director or working professional.
I have two defined objectives;
* To build a trusting relationship with my clients
* To help them achieve their financial goals and objectives in this complex area.
* Retirement Planning
* Investment Planning
* Estate Planning
* Protection (Life, Critical Illness, Income Protection)
* Corporate Planning, Corporate pension planning, Employee Benefits
* Business Exit Planning
* Intergenerational Planning
Client care, meeting their needs and exceeding expectation sits at the core of everything I care about.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by
St. James’s Place.
Click here for our Expression of Interest Form
Matthew Wykes Financial Services 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. ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.