Partner Practice of
St. James's Place Wealth Management
 

Matthew Fowler, Director

Splitting my time between Devon and London, I provide wealth management advice to clients based across the South West, the City, and further afield. I seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals. I focus on:

  • building long term, holistic relationships with my clients;
  • helping my clients to build and preserve their wealth; and
  • helping my clients to protect themselves against risk.
In my experience, people considering financial advice often say "But I'm not wealthy...", "I just want to simplify everything – I don’t really know what I have and where" or "I just want someone to take it all off my hands". I believe everyone can benefit from talking through their financials plans and concerns, and many of my clients have found the experience to be interesting and cathartic. My clients include:
  • business owners/entrepreneurs;
  • legal, accounting and banking professionals;
  • individuals looking to save towards important financial goals, such as school fees, a new home and retirement; and
  • individuals working through a significant life event, such as marriage, divorce and inheritance.
I graduated from Warwick University with a degree in Maths, Operational Research, Statistics, and Economics and have since gone on to obtain CFA Charterholder status and to be certified as a Chartered Financial Planner. After enjoying a successful career in corporate banking and alternative investment fund services in London, Brussels, and Jersey, I established Fowler Financial Planning in 2016.

When I am not crunching numbers, I am a keen rugby player and enjoy supporting my local clubs Exeter Chiefs and Exmouth RFC.



Rachel Fowler, Business Development Director

I am the business development director for Fowler Financial Planning. Building on my experience as a lawyer (no longer practicing) in the City and offshore, I focus on developing mutually beneficial professional referral networks between Fowler Financial Planning and businesses in the South West and London.

Splitting our time between Devon and London, Fowler Financial Planning provides wealth management advice to clients based across the South West, the City, and further afield. We seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals.

I read English Law and French Law at the University of Exeter and the University of Rennes, before training as a solicitor. Following a successful career as a solicitor in London and Jersey working in both infrastructure and alternative investment funds, I joined Fowler Financial Planning in 2017.

Outside of work, I enjoy playing & watching rugby, horse riding and singing.



Luke Cockles, Adviser

I joined Fowler Financial Planning in May 2019. Based out of Exeter, I provide bespoke financial advice to my clients living across the country. I help each of them plan out their long-term financial goals by understanding their current and future needs then working with them to build a successful plan to bring their needs and goals together.

I currently specialise in protection planning and mortgages.

I chose to step into the world of financial advice because, after changing careers, I had to refresh my financial plan. I had to go through all areas of my life and make sure that I was planning for now and the future. It made me realise that across our lives people go through this journey many times over and it is easy to get lost or confused on the way. I want to help make the journey as clear and simple as it can be.

I joined the Royal Marine Commandos in 2003 and served for over 15 and a half years. During my service I successfully deployed on operations with all three commando units, spending over a year stationed abroad. I have now chosen to work with Fowler Financial Planning so I can continue to help and protect people.

In my spare time I like to keep fit and spend time with my two boys.



Lewis Hutton, Paraplanner

I joined Fowler Financial Planning in August 2018 as a Paraplanner. I assist the team in collating and analyzing information for existing investments, and preparing forecasts for potential future investments.

Before joining Fowler Financial Planning, I worked as an experienced administrator with a background in intellectual property law and family law.

In my spare time I enjoy exploring the Jurassic coastline with my Yorkie, and spending time with my family.



Robin Edbrooke, Financial Services Trainee

I joined Fowler Financial Planning as a financial services trainee in October 2019, having completed my studies at Exeter School in 2018.

Between finishing my A-Levels and starting my career at Fowler Financial Planning I spent a year abroad. During this time, I spent nearly 5 months as a ski guide in Italy.

Once back from my travels I undertook work experience with both Fowler Financial Planning and one of the fund managers available to our clients, KKR in London. During this time, I was able to focus on planning my career path and I realized that I wanted to get started right away rather than going to university.

The way Fowler Financial Planning is run allows for an exceptional level of personal growth which enables us to continually provide our clients with the best possible service. As part of this personal and professional growth, I have started studying for the CII diploma in Regulated Financial Planning. Upon completion this will allow me to start giving financial advice. I aim to be a financial adviser by 2023.

Outside of work, I play rugby and golf, and I also have a passion for the mountains: spending some winter weekends skiing and, during the summer months, climbing.