Matt Wheeler
Principal & Chartered Financial Planner @Matthew James Wealth
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WORK HISTORY
Principal & Chartered Financial Planner @Matthew James Wealth
Gloucestershire, GB
Retirement planning and planning for life after work.• Investment planning aligned to goals, timescales and risk tolerance.• Tax-efficient planning (making best use of allowances and reliefs).• Inheritance tax and estate planning (helping pass wealth on efficiently).• Business owner planning: extracting money tax efficiently and planning for exits.• Protecting family finances (life cover, critical illness, income protection) as needs change.• Cashflow planning to link today’s decisions to future outcomes.The value of investments can go down as well as up. You may get back less than you invested.Tax treatment depends on individual circumstances and may change in future.
EDUCATION
University of Southampton
Masters of Engineering (MEng)
ABOUT MATT WHEELER
Chartered Financial Planner with a passion for helping clients achieve their financial goals.I believe in building long-term relationships with clients and taking a holistic approach to financial planning. Whether it\'s retirement planning, investments, or estate planning, I work closely with clients to develop personalised strategies that align with their unique needs and objectives.My goal is to provide clients with the knowledge and guidance they need to make informed financial decisions and achieve financial security. With a focus on transparency and integrity, I am committed to delivering exceptional service and helping clients achieve their financial goals.The value of your investment can go down as well as up. You could get back less than you invested.Matthew James Wealth 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).SJP Approved 21/01/2026
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