Matthew A Jones

I have been committed to care fees planning arena since joining Financial Services. My SOLLA accreditation and Symponia membership highlights this ongoing commitment to such an important aspect of financial planning.

My aim is to ensure every family has access to the right advice when they need it most. Later life financial planning can hold many challenges; my role is to inform families of their options to create a financial strategy that will give them financial independence and peace of mind.

The Apex ethos is to offer bespoke, high quality advice to create long term relationships with every client we take on.

My qualifications and knowledge are complemented by other areas of expertise, including Investment Planning, Inheritance Tax Planning as well as identifying effective retirement strategies.

Our genuine commitment is to offer clients the opportunity to access advice now, whilst ensuring that any recommendations remain appropriate in the future through regular reviews.

Apex Financial Services 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. Apex Financial Services is a trading name of Apex Financial Services & Wealth Management Ltd.

SJP Approved: 3rd July 2023

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