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Please feel free to get in touch

Our Wealth Planners

Jeremy Matthews

Wealth Planner

Qualifications:

DipPFS

Biog:

After 12 successful years in the engineering industry, I entered the financial services arena in 1984.

I provide wealth planning advice in relation to pensions, investments and protection as well as estate planning including understanding and minimising the effects of inheritance tax. I’m an accredited member of Resolution, enabling me to give advice in the pension & divorce arena. I have a particular interest in long term care fees planning for the elderly and hold the specialist qualification required to provide advice in this field.

I am a keen sailor, being part owner of a Falmouth Working Boat built in 1895 which I race in the Carrick Roads.

Contact:

getintouch@sanlam.co.uk

Testimonials:

Jeremy (Matthews) combines extensive knowledge of the current financial markets with the ability to convey complex information and options with both clarity and warmth. Clients involved in matrimonial proceedings appreciate his sensitivity and patience as much as his sound advice. He is prompt to respond to all enquiries and his even-handed professionalism has made him an asset in collaborative negotiations. He is an active and enthusiastic member of our local Collaborative Practice Group where solicitor members welcome his input and updates on financial issues. I would not hesitate to recommend Jeremy to any client seeking financial guidance.

Patricia Beeching, Partner, Head of Family Law, Hallmark Hulme

Jeremy Matthews is mine and my wife’s Financial Adviser and has looked after our affairs for the last 10 years. He is always prompt, thorough and diligent in the advice which he gives and in particular was extremely helpful recently when I retired and started to draw down on my pension arrangements.

Nigel B. Horner

Jeremy Matthews

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.