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.
About
Matt joined a St. James's Place Practice in 2013 where he completed the SJP Financial Adviser Academy - qualifying as an Adviser in 2014, and progressing to a Chartered Financial Planner in December 2019.
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 client's main point of contact.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
