Partner Practice of St. James's Place Wealth Management
“Having many years in financial services, and seen widely varying standards of advice, I have chosen to work with Matt as he motivates me to make my life better. I am confident in his professional knowledge and that my best interests are at the center of his work. I have recommended him to a number of my personal and professional contacts and have no hesitation in continuing to do so, safe in the knowledge that he provides an excellent and confidential service. It is my reputation as well as his. It is important to me that my adviser is there for me in the future, knowing Matt has many years ahead of him is reassuring.”
Sam, Financial Services Manager, Upton
“Matt came and conducted a thorough review of our financial affairs. His questioning enabled us to review both our financial and life plans which sparked a very honest conversation between ourselves as to what we wanted to achieve in our life. As a result, Matt produced a comprehensive road map to enable us to achieve the plans we had discussed. Throughout the process he was thoroughly professional, easy to talk to, listened to what we wanted to achieve, was empathetic to our needs and we had every confidence in his obvious knowledge around his subject.”
Name Supplied, Director, Financial Services, North Somerset
“I have known Matt for some time. Before I became a client of Fowler Financial Planning, Matt always struck me as very professional, knowledgeable, personable and approachable - traits I have come to appreciate even more since becoming a client. Matt is a pleasure to deal with and the service and support has always been excellent. So impressed have I been that I recommended Fowler Financial Planning to friends and colleagues - they too speak of having an overwhelmingly positive experience. I would not hesitate to recommend Matt to anyone.”
“Matt helped me develop a comprehensive plan for my finances from scratch. He helped me consider potentially sensitive matters, and works in a careful and considerate manner. He really knows his stuff and I have recommended him to a number of friends and family. I think everyone could benefit from a meeting with Matt.”
Anon, Self Employed
“Matt is simply excellent at what he does. He has a financial and corporate background so can easily translate options to make my money work most efficiently for me whilst having a genuine understanding of macro considerations. On top of that Matt is extremely hard working and client focussed and an absolute gem of a person. Can't recommend highly enough.”
Liz, Solicitor (37)
“I was introduced to Matt in 2016, with a view to gaining clarity over my Pension arrangements, something which I had procrastinated over for years. Thankfully Matt made this a thoroughly enjoyable experience, clearing up a lot of the uncertainty I had and educating me along the way. From the first meeting, Matt left me with the feeling that he had a genuine interest in helping me meet my life goals and set out a plan to help deliver these. He provides regular updates on how things are progressing and it is always a pleasure to meet up, he even remembered my birthday! I have introduced Matt to friends and colleagues and they too have been left with the same positive impression.
“I would, without hesitation, recommend Matt to anyone who required financial planning advice.”
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.
Fowler Financial Planning is a trading name of Fowler Financial Planning Limited. Fowler Financial Planning Limited is registered in England and Wales, Number 11305822. Registered Office: 3 Southernhay West, Exeter, Devon, EX1 1JG.