James Matthewson
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What is your average day like:
Morning Golf, followed by a breakfast meal out with my partner or friend followed by the afternoon consisting of either, relaxing at home watching football or going to watch a football game live.
What do you like most about your job?
What I love most about being a financial adviser is that clients often come to me with a part-completed jigsaw puzzle of their financial life, and it’s my responsibility to help them piece it together. I enjoy guiding them through every aspect of their financial planning, helping them achieve their goals and dreams, and providing clarity and confidence for their future.
How long have you worked in Financial Services
8 years and counting.
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What Jame's Clients Have to Say
James understood my requirements and goals from day one and has provided exceptional guidance and advice throughout our relationship. James now works with other members of my family & friends.
James is highly knowledgeable and reliable!
James is always very quick to respond to any queries, and we have a regular review meeting about my account. I would definitely recommend James' services.
James has helped me navigate the transition from full-time employment to being a director of my business. He has provided excellent support with my business & finances.
James has been working with me and my wife for over 3 years on pensions, investment strategy and inheritance planning. I'd highly recommend him!
James Matthewson ACSI is a seasoned wealth management adviser based in London, with extensive experience in pensions, investments, and financial planning. Passionate about helping individuals and families achieve their financial goals, James specialises in intergenerational wealth transfer, retirement planning, and personal and business financial strategies. James’s career spans roles in financial sales, market trading, and advisory services, where he has developed a deep understanding of tax-efficient planning and wealth preservation. His qualifications include the Investment Advice Diploma (Level 4) and IntegrityMatters certification from the Chartered Institute for Securities & Investment (CISI), reflecting his commitment to professionalism and ethical standards. With a client-centred approach, James works closely with individuals to build, grow, protect, and preserve their wealth, ensuring their financial plans align with their aspirations. He is also experienced in corporate financial education and insurance solutions, offering a holistic suite of services tailored to both personal and business needs. Beyond his professional expertise, James’s diverse background includes coaching football to young people and promoting social inclusion, showcasing his ability to connect with people from all walks of life. This unique combination of skills and experience allows him to deliver meaningful, long-term financial outcomes for his clients.
About
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Experience
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.
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