Our focus is on understanding our clients current and future financial needs. Whether reviewing investment strategies or protecting their families and wealth, our advice is tailored to our client’s specific circumstances.
Our clients have one dedicated adviser who looks after all their financial planning needs and ensures a personal service.
Mathew Waters focuses on maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence in the field of wealth management. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.
The experience and expertise available to us as a Partner Practice of St. James's Place Wealth Management enables us access to providers we believe represent the ‘best of breed’ approach in their respective financial categories and are capable of providing the high standards you would expect.
Offering investment planning, Wealth Management and retirement planning within the Swindon area, our office is confident in being able to provide the financial advice you need to help you make plans for and to help protect your future.
We frequently work alongside client’s own solicitors and/or accountants and in this way, an appropriate solution can be found for any given situation. Financial planning can be complex at times and our aim is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood.
This website outlines our wealth management services and expertise which we hope you will find informative.
We very much look forward to building a professional and valuable relationship with you in the future.
We welcome a conversation with you, should you have any financial concerns or questions regarding our financial advisory services, or if you are in the Swindon area why not pop in and see us.