Matthew Collins, Matthew Collins Financial Planning Limited

15 Beechmore Drive
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 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

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

from Sean Rustrick

Great service and advice to the Reads a close client of ours much appreciated
Thanks Matt

from Sean Rustrick

Accreditations & Qualifications

DipFA, CeFA, CeMap