Mathieson Financial Services Ltd

Business overview

Senior Partner Practice of St. James's Place

As a business, I felt it important to be able to help clients with as much of their financial affairs as possible. We provide advice in many areas but a key objective of our business is to get to know a client, their circumstances and objectives before making any recommendations. We also feel an on-going service is vital to any financial advice and we ensure we meet our clients on a regular basis to ensure there financial plans remain on track, providing on-going advice, catering for changes in circumstances along with tax and legislation.

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.

Mathieson Financial Services Limited 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 29/05/2025