Senior Partner Practice of St. James's Place Wealth Management
Matthew Jenkinson APFS - Chartered Financial Planner
Matthew joined Samuels Financial in June 2013 initially as a Paraplanner. Matthew has been providing quality financial advice to his clients since the beginning of 2016 and due to his hard work and continuous drive to develop, he achieved Chartered Financial Planner status in 2018.
Matthew started working within financial services in January 2012 after achieving a 1st Class BA (Hons) degree in Business with Finance at Northumbria University. Matthew’s ethos is developing strong relationships with his clients. Through this he is able to gain a clear understanding of an individual’s financial requirements and offers simple, appropriate solutions to meet their long-term goals and objectives.
Matthew provides holistic financial advice which covers all areas of wealth management, including retirement planning, investment planning, personal protection and inheritance tax planning. Furthermore, Matthew specialises in corporate financial planning and provides advice in areas such as shareholder and key person insurance.
Outside of work Matthew is a keen golfer and is a Newcastle United fan.
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) 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Samuels Financial LLP is a Limited Liability Partnership registered in England and Wales, Number OC386810. Registered Office: 205 Bury Old Road, Prestwich, Manchester, M25 1JF. View the Members of Samuels Financial LLP.