Senior Partner Practice of St. James's Place Wealth Management
Matt has worked in Financial Services for over 17 years originally starting his journey to be a financial adviser in 2002 with the Co-Operative Insurance Society.
Matt spent 10 years working for Halifax bank and within this period moved away from providing financial advice to clients and worked his way up the organisation into senior management positions.
Prior to joining Navigation Wealth Management as the C.E.O Matt had previously worked for St. James’s Place Wealth Management as an Executive Manager having joined them in 2013, acting in a business consultancy role Matt focussed on the development and growth of aspiring large St. James’s Place business’s.
Matt brings his experience in strategic planning, people management and leadership to Navigation Wealth Management to take the company on the next phase of its own growth journey.
Matt is passionate about developing brilliant culture within a business, keen to ensure that each member of the Navigation team feels that they are engaged and part of the long term vision and journey of the company to “turn clients into fans of Navigation Wealth Management through outstanding client experiences”.
Outside of work Matt is extremely family orientated and is married to his wife Sarah and together they have two children, Bella and Seth.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.