Testimonials
Read some of the feedback received from clients.Matt's extensive knowledge & expertise in the financial sector, he has helped me and my husband with our retirement and investment plans. Matt has a very welcoming, warm friendly & professional approach. He has worked with integrity to provide us with sound financial advice and guidance. I would hig...
During my time using Matthew Wilkes Wealth Management, I have found Matthew and his staff to be highly professional, dedicated and driven towards delivering exceptional results. His attentive approach toward his clients has been nothing short of first class and I would (and regularly do) recommend h...
Matthew was recommended to me earlier this year by a mutual connection and I am so pleased with the support and advice that Matthew has given me to date that I would not hesitate in recommending him to others. Matthew is extremely professional, knowledgeable, and trustworthy, says it how it is and g...
Matt has been my financial adviser for many years. During that time he has shown empathy and professionalism building a strong trust with advice relevant to my changing situation. Matt and his team have always spared the necessary time to answer any questions and help me navigate my investment portf...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have known Matthew for fifteen years and I have always found him to be reliable and trustworthy. I would have no hesitation in recommending him to anyone.
Wealth management can be a frightening topic for ordinary folk, especially when there is a crisis. Matthew came to my rescue, calmed me down and put me back on top of the situation I found myself in. I spend a lot of time rescuing people in distress, so I guess every white knight needs their ow...
Matthew is a friendly, easy to talk-to professional, who has provided excellent advice for me and continues to deliver excellent customer service.
Matthew has expended time and energy creating a trust* for my grandchildren for which I am very appreciative. He has a wide knowledge of personal finance and in my experience is an adviser one can trust.
As first time investors, we found Matthew Wilkes to be extremely professional, accommodating and understanding, leading us through the process in a very informative and non-pushy manner. Entirely transparent with all information, he gave us tremendous confidence that we made the correct, inform...
His ability to listen and understand your concerns about your next steps in life financially has made an enormous difference to the way I see the world and of course feel much better about it. I would have no problem in recommending Matthew to anyone, even if you do not proceed with any Financi...
Matthew has given his time willingly and generously to help our charity meet it's statutory obligations. The new pension regulations are extremely complicated for ordinary people with no experience of such matters. Matthew provided excellent advice and set up our scheme, saving us all no end of...
Matthew is a friendly, approachable and knowledgeable financial adviser. I contacted him on behalf of some financial advice for my father and ended up using him myself too! He is patient and gets to the heart of what you need your finances to do whether it be life cover, pensions or sorting out...
We have always found Matthew's advice to be sound, well researched and matched to our needs. He has a very gentle and calming nature, which helps to make the world of personal finance all the easier to understand!
I have used Matt's services on several occasions and found him to be ethical, honest, trustworthy and sincere in all he does, I would always recommend him without hesitation.
I have known Matthew Wilkes since 2003, he was my husband’s financial adviser and since my becoming a widow is looking after my interests with sound and trustworthy advice which is invaluable to me, so I can thoroughly recommend him to anyone for giving exceptionally good service and support.
Brilliant Adviser, sorted our mortgage out with no probs. Well recommended.
Due to poor advice from a previous adviser, we felt that we needed to seek advice we could trust. We found that Matthew and his team went beyond the call of duty to ensure we were able to get the cover we needed.
I cannot recommend Matthew Wilkes highly enough. He has excellent knowledge of the industry and always acted in my best interests. Very impressed, I have passed Matthews details to multiple work colleagues and friends.
After knowing Matthew Wilkes for over 6 Years but being a new customer of St. James's Place, I am exceptionally pleased with the help and advice that I have been given so far. In hard market times he has helped me feel at ease with the thought of long term investing again. I was pleasantly surp...
Matthew has advised me on financial matters for 15 years. As a person I trust and a professional I respect, I would recommend Matthew wholeheartedly. Through the ups and downs of markets, Matthew has been consistent and solid in his advice and backed up everything we have agreed.
I would like to take this opportunity to thank you for the pension advise you gave myself and my Partner Helen. This case was made complicated by the fact that there were 6 different pension funds to analyse. For me this meant there was a lot of extra work before you even got to the point of advisin...
