Mathew is the founder and director of the Financial Advice Group, which has been trading under previous names since 2012 and he joined St. James's Place Wealth Management as a Partner Practice in 2018.
Mathew has grown the business considerably and now has a high street presence, as well as having access to Bristol offices to help support his clients.
He started his career with a major Life Company in Swindon, that specialised in life assurance and retirement planning.
His experience includes working with a broad range of clients, from business owners and professionals to individuals and families.
Mathew understands his client's needs for a personal financial plan and works with his clients, usually over the longer term, to help them meet their current and future financial objectives.
Mathew holds the Diploma in Financial Planning and is a member of the Chartered Insurance Institute (CII) and is working towards Chartered status.
Outside of work Mathew enjoys spending time with his wife Lianne and their two children and is a keen motorcyclist, both on and off road.
Gemma joined Mathew's team in 2016 and has progressed to working closely with him to ensure a professional client experience. Gemma works closely with our clients, keeping them updated with the latest legal information and providing quarterly investment reports. She is organised and keeps the office running smoothly and efficiently. Gemma offers support to Mathew by liaising with product providers, obtaining information and preparing client packs for reviews. Gemma prides herself in providing a high standard of service to our clients to make sure their needs are met. She has over 7 years’ experience working in the Financial Services Industry and over 9 years’ experience in administration. She is a qualified Estate Planner and is working towards becoming a qualified Financial Paraplanner.
When Gemma isn’t working, she enjoys watching US crime drama such as NCIS, Elementary and Instinct. She likes to be creative and currently enjoys papercutting and photography. She is an animal lover and owns two black cats called Marmite and Sam (short for Sammie).
Lianne co-founded what is now Financial Advice Group with Mathew Waters in 2012. Lianne manages the business finances, including the payroll and income vs expenditure. She also looks after the business regulatory licenses to ensure ongoing compliance. She has 13 years’ experience working in the Financial Services Industry starting her career with a major Life Company in Swindon.
When Lianne isn’t working, she is raising her two young daughters or attending a course to become a certified Hypnotherapist and NLP Practitioner. Lianne enjoys reading and is also on a panel to read and review pre-publications for some of the UK’s biggest Publishing Houses.