James Matthewson — Network Financial Advisor in London
About James Matthewson
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.
Services
- Retirement planning
- IHT planning
- Insurance
Regulation
James Matthewson is FCA-verified.
Frequently Asked Questions
Is James Matthewson a regulated financial advisor?
Yes. James Matthewson is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does James Matthewson offer?
James Matthewson offers Retirement planning, IHT planning, Insurance.
Where is James Matthewson based?
James Matthewson is a network financial advisor based in London, serving the EC, N, NW, SE, SW, W, WC, AL postal areas.
Does James Matthewson offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with James Matthewson directly through their Trusted Advisor profile.
How do I book a meeting with James Matthewson?
You can book a free initial consultation with James Matthewson directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.