I am passionate about raising the awareness of financial planning and its benefits to people of all ages. All too often I hear the words “I hadn’t realised I could do that” or “we should have done this sooner” in the early stages of meeting clients. Financial Planning doesn’t have to be overwhelming or complex, but it does have to be relevant to your objectives. Good advice is finding the right balance between my logic and your emotion.
As you can see in my testimonials, I perform a full and frank review of all my client’s aspirations and financial affairs. From this I can create the building blocks to a robust financial plan. This is not done overnight; I break my advice down into steps that can be taken over time, that ultimately help you build a better future.
As featured in:
- Financial Times Adviser
- Professional Adviser
- The Metro
- The Standard
- St. James’s Place START
- Money Marketing
I began my career in financial services at St. James’s Place Head Office in 2012, but soon realised I wanted to be more client facing and was hand-picked to move into the Partnership in 2015.
Based in the City of London but originally from the Cotswolds, I advise professionals in London and across the South-West. Get in touch if you’d like me to help you identify your financial priorities and objectives, then develop a strategy to achieve these goals.
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“Having resisted the advances of many IFA’s over the years – kidding myself that I knew best – Matt undertook a complete review of my pension and brought clarity to my financial position.”
Adrian Gray, London.
“We have been very happy with the level of support and communication about our personal finances provided to us by Matt Cross and SJP for a number of years.”
Melanie Aust and Paul Fordyce
“Consistently professional in their delivery of what is evidently well researched and considered advice. The service is very attentive and helpfully responsive when required.”
David St. John