Matt Adams

Having enjoyed a fulfilling and successful career in Investment Banking in the UK and Asia over the last 21 years, and having been a St. James’s Place client myself for over ten years, I am delighted to join 4Life Wealth Management, a Senior Partner Practice. Having received an excellent and professional service myself, I am confident I can offer the same, achieved through strong, client-focused relationships backed by the range of products and expertise provided by St. James’s Place.

Face-to-face meetings over the long term are the cornerstone of my offering to you as a client; they allow me to fully understand your financial planning requirements, and deliver tailored advice and solutions for your retirement, investments, estate planning and protection. Together we will own your plan, and, with regular review and progress meetings, make any necessary adjustments as we work towards achieving your priorities and goals.

Financial planning does not have to stop with you; inter-generational planning with your family can help your wealth continue to grow and be passed on for generations to come. To achieve this I will work with your existing legal and professional advisers to provide the right solutions and structures for you and your successors.