Matthew Newsome
DipPFS
Newsome Wealth Management Ltd was established in 2019, when it's Principal Matthew Newsome accepted an invitation to join St. James's Place.
About
Prior to this, Matthew was operating within a Partner Practice of St. James's Place and was also an IFA for some years prior. Matthew has built the business by providing robust financial planning advice to his valued existing clients and to new ones. The business has grown by the referrals received for the services he provides to family/friends/work colleagues from his existing clients.
The business is built around the service and ongoing advice we provide to our clients, and we take pride in the relationships this has developed over the years.
Our expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth: Specifically through St. James's Place's distinctive approach to investment management.
- Preserve assets: for long-term financial security
- Adequately protect assets from potential threats
- Effectively manage wealth, savings and borrowings.
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.
Testimonials
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.
