Matthew is Founder and Managing Director of H-J Wealth Planning Ltd. He helps both businesses and private clients effectively plan for their financial future, ensuring the highest level of service at all times.
Matthew has worked in the financial services industry since 1999. Before starting his own business he held a number of advisory and managerial positions for major banks including Lloyds TSB, HBOS and Santander. Matthew is qualified to Diploma level and is currently studying towards becoming a "Chartered Financial Planner", which is one of the highest external qualifications in his field.
Matt is a keen fundraiser which is reflected in the company's commitment to raising money for charity. He also enjoys lots of different sports; however golf is one of his passions. His most significant sporting achievement was completing the London Marathon in both 2010 and 2016 raising significant amounts of money for Barnardo's and Meningitis Now. He also enjoys spending time with his wife, son and two daughters.
Kelly joins H-J Wealth Planning as a fully qualified Financial planner and Mortgage Adviser. After a number of years in the commercial sector, most notably 10 years as a radio producer, and having brought up her young family, Kelly brings valuable experience to her role with H-J Wealth Planning.
Kelly's role is to advise both our private and corporate clients in a wide range of financial planning solutions. Kelly feels it is vital to spend time really understanding a clientís goals, aims and objectives with regards to their finances. Kelly is committed to building long lasting client relationships and delivering excellent customer service built on trust and honesty.
When not at work Kelly enjoys socialising and meeting up with friends, going to the cinema, spending time with her children and practicing Yoga.
Kerry is our Practice Director, and in conjunction with the Managing Director is responsible for business development, strategy and our affinity partnerships. She also manages the company finances, payroll and associated company administration.
After completing her business studies degree Kerry worked in Human Resources for 10 years in various sectors including manufacturing, professional services and the third sector within a charity. She worked as a Human Resources Business Partner and is qualified to Associate CIPD level.
Kerry enjoys spending time with her family, keeping fit and she also loves to travel.
Estelle is our Practice Manager and responsible for managing the day-to-day running of the office as well as providing full administrative support to the team. She also manages and oversees the electronic business and client care processes, ensuring that all our clients are provided with a high quality of care.
After completing her law degree and solicitorís final examination, Estelle worked for 22 years in both the legal and financial services sectors including Clifford Chance, HSBC and Pinsent Masons, before joining H-J Wealth Planning.
In her spare time, Estelle writes fantasy adventure fiction for young adults and hopes one day to be published. She also enjoys ski-ing, foreign travel, keeping fit and reading.
Very much an integral part of the team, Kim has worked with us since the company started in 2010.
The whole Practice works very much as a team, but Kimís main responsibility is to initially conduct research into appropriate investment and pension planning options, with the final objective of preparing clientsí financial reports, ensuring they meet with the necessary compliance requirements. Kim ensures that the advice we offer to our clients is thoroughly checked, before it is then checked again by St. James's Place, which enables the advice to be guaranteed .
Having Kim in the team allows Matt to spend much more time with his clients, ensuring that it is more of a personal and tailored service.
Kim enjoys going out for meals, exploring the world and has a passion for reading.