Matthew Parker

Director and Financial Planner @Circle Wealth Partners

I work with professional sportspeople with complex financial needs to provide clarity and longevity both during and post their career. I manage the affairs of Business owners with a seven figure turnover, and those industry professionals that require advice with their own financial wellbeing. I manage the complex planning for high-net-worth estates in reducing their inheritance tax liability.Our Wealth Management advice focuses on four key areas of the \"Wealth Circle\", Wealth Creation, Wealth Management, Wealth Preservation and Wealth Succession.My clients require two things; experience in managing their objectives, and trust.Clients engage with me to plan for their future, and the future of their families, by being there every step of the way on their journey around the ‘Wealth Circle’. A clear brief around needs and objectives, accompanied with unparalleled knowledge and service, ensures that our clients have the peace of mind that their future is secure and their path to personal wealth is assured.Taxation rules can change at any time and are dependent on individual circumstances.The Partner Practice 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). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives. Circle Wealth Partners is a trading name of Circle Wealth Partners LtdSJP approved 11/01/2023