Mattimore Wealth and Wellbeing » Business Directory

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

The overall aim of our practice is to help all our clients to secure their financial future, whether the priority is to Preserve and build capital, Plan for a secure retirement, Gain financial protection against risk, Reduce Inheritance Tax liability, or Obtain mortgage advice.

Planning for a secure future, be it for yourself, your business or your family; is one of the most important journeys that you will embark upon. It is therefore vital that you choose the right professionals to support and advise you on your journey. With 20 years experience in the financial services industry and many relevant qualifications, the most recent being the Advanced Diploma in Financial Planning and with it Chartered Financial Planner status.

I spent many years working within some of the most recognised high street banks and insurers before accepting the invitation to join the prestigious St. James’s Place as an Associate Partner Practice in 2013.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.