About Matthew Holden-Jones

Matthew Holden-Jones

DipFA

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.

About

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.

Testimonials

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Me and my company have been with Matthew and the team for some time now and have been very impressed with the advice and service we at T + D have received. I have and would recommend H-J Wealth to all.
Name Supplied
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The Partner Practice 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 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.

H-J Wealth Planning Limited is registered in England and Wales, Number 07501365. Registered Office: 3 Weekin Works, 112-116 Park Hill Road, Harborne, Birmingham, B17 9HD.