Matthew Greenhalgh Wealth Management

At St. James's Place, we are one of the UK's leading wealth management organisations, dedicated to providing high-quality advice and tailored solutions to help our clients achieve their financial goals. With a strong commitment to excellence, integrity, and customer service, we strive to build long-lasting relationships with our clients, providing them with a single point of contact for all their financial planning needs.

Our Services

We offer a comprehensive range of services designed to help individuals, families, and businesses build, grow, protect, and preserve their wealth. Our experienced team of financial advisers will work closely with you to understand your unique circumstances, goals, and aspirations, and provide bespoke guidance on a wide range of financial matters, including investment management, retirement planning, tax planning, estate planning, and more.

Our specialist advice covers various aspects of wealth management, including:

• Investment management: We provide expert guidance on investment strategies, portfolio construction, and asset allocation to help you achieve your financial objectives.
• Retirement planning: We help you plan for a comfortable retirement, ensuring you have sufficient income to enjoy the lifestyle you desire.
• Tax planning: Our experts will work with you to minimise your tax liabilities, maximise your allowances, and ensure you're taking advantage of available tax reliefs.
• Estate planning: We provide guidance on wills, trusts, and inheritance tax planning to ensure your assets are distributed according to your wishes.

Our Approach

At St. James's Place, we pride ourselves on our unique approach to financial planning. We do not provide off-the-shelf solutions; instead, we take the time to understand your individual needs and goals, and develop tailored strategies to help you achieve them. Our financial advisers are dedicated professionals with a deep understanding of the complexities of wealth management, and a passion for delivering exceptional customer service.

What Our Clients Say

Don't just take our word for it; our clients have spoken out about their positive experiences with us. From providing sound advice to delivering exceptional customer service, our clients appreciate the personal touch and dedication we bring to their financial planning.