Matthew Collins - Maidstone
Matthew Collins Financial Planning Limited

Discover Matthew Collins at Matthew Collins Financial Planning Limited

Financial Planner
My profile | My Company
I want to help people enjoy their retirement, pass on their estate to their loved ones and reduce their tax liabilities for all age groups

Business Description

I primarily provide Financial Planning advice for individuals and families in the following areas:

  • Retirement/Pension Planning
  • Inheritance Tax/Estate Planning
  • General Investment advice

All with a view to growing clients money as tax efficiently as possible and saving tax too. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.
 

Matthew Collins Financial Planning Ltd 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 http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved: 09/05/2023

Accreditations & Qualifications

DipFA, CeFA, CeMap

My Recommendations

View all my recommendations

Thank you for the great work on the referral I gave you for the Bearsted couple we know and act for. They are so pleased with your efforts

Matthew took control of my pensions a few years sgo. He is professional as well as easy to work with and explains everything so even I can understand. I wouldnt hesitate to recommend him, and do! Thank you Matthew

See who Matthew recommends