Matthew Freer
APFS Certs CII (MP & ER)
Matt is a Chartered Financial Planner who is able to offer bespoke financial planning and advice to clients based on their individual needs. He works under the belief that financial advice is not ‘one-size-fits-all’, and with the aim to provide solutions in a simple and easy to understand manner.
Matt joined a St. James's Place Practice in 2013 where he completed the St. James's Place Academy Programme - qualifying as an Adviser in 2014, and progressing to a Chartered Financial Planner in December 2019.
About
Matt advises individuals, families and corporates on all aspects of their financial planning. He aims to build long term and trusted relationships with clients and offers a bespoke and tailored approach to their financial planning requirements. He is passionate about helping clients achieve their long term objectives and prides himself on being a clients main point of contact.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 20/11/2023
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.
