For over 20 years, Matthew Wilkes has been a trusted financial adviser in Medway and Maidstone, Kent, and London.
Helping clients grow their personal wealth and achieve financial security for themselves and their loved ones. Our expert team specialises in delivering holistic financial planning, offering tailored advice on pensions, ISAs, and inheritance tax strategies to meet your unique goals.
We pride ourselves on building strong, lasting relationships, guiding clients through the complexities of life with expertise and care. Whether you’re looking to plan for retirement, help with maximising your investments, or secure your legacy, we’re here to support you every step of the way.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Matthew Wilkes has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
SJP Approved 16/07/2025
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.