Matthew Wykes

St. James's Place Partner - Matthew Wykes Financial Services

Over the last 14 years in the Financial Services Industry I have developed my approach to advising my clients.

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.

As Principal of Matthew Wykes Financial Services, I provide a wide range of services to individuals across the UK. 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.

Specialities:
* Retirement Planning
* Investment Planning
* Estate Planning
* Protection (Life, Critical Illness, Income Protection)
* Corporate Planning, Corporate pension planning, Employee Benefits
* Intergenerational Planning

Client care, meeting their needs and exceeding expectation sits at the core of everything I care about.

If you would like further information please do message/connect with me or view my website www.matthewwykes.co.uk. I am also on Facebook, please click the link in my contact information above.

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). The title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

SJP Approved 26/07/2023

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