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.
Specialisms:
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
Item 1 of 21
We have found Matt to be an extremely good discovery for us in terms of helping the both of us navigate the complex and changing world of financial planning and investment. Matt takes great pride in delivering a personal and professional service in a timely and ethical manner. We have found Matt...
Mr and Mrs P Bond |Solihull
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
On my approach to retirement, I was aware of the excellent reputation of St. James's Place Wealth Management. I met Matt socially and struck up a conversation about my future wealth management needs. I have found Matt to be thoroughly professional in our dealings. He understood my requirements very ...
Timothy Salthouse |Solicitor, Birmingham
Matt helped me through a difficult time, he is always very friendly and explains finance etc so I can understand, without being patronising. I trust his advice and would not hesitate in recommending him to anyone.
Cannock
We have used the financial services of Matt at H-J Wealth Planning over the last ten years or so and have always been extremely pleased with the outcome of his confident and assured guidance. His recommendations have taken our sometimes challenging circumstances into account and our growing investme...
Philip and Joyce Higgins |Retired, Sutton Coldfield
Matt's actually someone honest and trustworthy. He's done well for me over the five years I've used his services. Here's to the next five and beyond!
Bryan |Translator, Birmingham
H-J Wealth Planning for many years now, have provided a personal service to be proud of. With excellent financial guidance and support to my family, is proof indeed of a very successful business relationship, which I have no doubt will continue.
Name Supplied
Despite my limited prior knowledge of investing in stocks and shares, Matt, from our first communication and from there on provides knowledge and offers guidance of the best options to invest considering my financial goals and my level of risk aversion. My understanding of personal finances increas...
Paul Meadows |Birmingham
Since being introduced to Matt by one of his existing clients some 6 years ago, when we were looking to invest our retirement savings and income, he has always dealt with our affairs in a most approachable, professional and, above all, honest and trustworthy manner. At that first meeting he took gre...
Alan & Carol Webster
I have always had excellent service from Matt, he is always available to talk to and the advice has always been in my best interests. I value him now as a friend as well as an adviser. I would not hesitate to recommend him as I have in the past.
Paul Johnson
Matt's advice has always been exactly what I have needed and he is always there when I need him. Highly recommended to anyone!
G Church
I can feel totally relaxed and assured that Matt and H-J Wealth have provided and delivered a truly trustworthy, professional and reliable service and advice. It is imperative at our stage in life to know that our best interests are always prime and in a safe pair of hands.
Retired Private Clients
Matt has been looking after my personal and business finance for the last 5 years. The thing that sets Matt apart is that he not only finds me the best options to make my money work harder for me. He has also proven to give me great contacts in several other areas of my business.He has invaluable ...
Matt Rose |Brittain Opticians'
Over a few years of building a great relationship and trust, we continue to be happy recommending H-J Wealth Planning to our clients. Matt and his team offer an entirely bespoke service that requires a full understanding of the differing needs of each client. This is then backed-up by the strength &...
Neil Wilson |Guest Wilson, Chartered Accountants
RE:SYSTEMS directors chose H-J Wealth Planning, because their level of individual service was second to none. We needed a partner who could understand each of our needs and tailor an appropriate pension to fit in with our everyday lives, but still help to achieve our retirement goals. Matt and the t...
Chris Clarke |Director
It is an absolute pleasure to work with HJ Wealth Planning. Matt has brought a clarity and integrity to the process of financial planning for the future that is second to none. Importantly it is all del...
Steve England |Founder
Selecting a financial advisor for our Directors was a really challenging task, but I was immediately impressed with the professional approach and existing client base of H-J Wealth Planning. As a family-run business, it is important to me, and all the Directors that our money is protected and invest...
Tim Andrews |Managing Director, Hollywood Monster
Having just completed a BIMBO backed by AEA Investors private equity, the Senior Directors were looking for detailed financial wealth planning. We interviewed several recommended firms but whole management team unanimously voted to appoint Matt Holden-Jones at H-J Wealth Planning as our advisor. We ...
Jamie Simpson |Managing Director
I have every confidence in recommending H-J Wealth Planning as a first choice financial planning company. As an Owner/Manager, it’s reassuring to be able to form a trusted relationship that will truly deliver well thought out and researched advice for both my personal and business interests. Matt Ho...
Kevin Mann |Managing Director
Since being introduced to Matt at H-J Wealth Planning, he has always dealt with our affairs in a professional but personable manner. Matt is very experienced in his field, is extremely knowledgeable and trustworthy. He has looked after my family’s financial affairs for many years, putting considerat...
Mr S Wiseman
First class service – nothing is ever too much trouble. Matt has exceptional knowledge of the markets on a range of products from investments to insurance. Over the last 6 months I have moved from a disorganised saver and investor to someone who now has control over my money and a much better unders...
R Johnson
We have found Matt to be an extremely good discovery for us in terms of helping the both of us navigate the complex and changing world of financial planning and investment. Matt takes great pride in delivering a personal and professional service in a timely and ethical manner. We have found Matt...
Mr and Mrs P Bond |Solihull
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
On my approach to retirement, I was aware of the excellent reputation of St. James's Place Wealth Management. I met Matt socially and struck up a conversation about my future wealth management needs. I have found Matt to be thoroughly professional in our dealings. He understood my requirements very ...
Timothy Salthouse |Solicitor, Birmingham
Matt helped me through a difficult time, he is always very friendly and explains finance etc so I can understand, without being patronising. I trust his advice and would not hesitate in recommending him to anyone.
Cannock
We have used the financial services of Matt at H-J Wealth Planning over the last ten years or so and have always been extremely pleased with the outcome of his confident and assured guidance. His recommendations have taken our sometimes challenging circumstances into account and our growing investme...
Philip and Joyce Higgins |Retired, Sutton Coldfield
Matt's actually someone honest and trustworthy. He's done well for me over the five years I've used his services. Here's to the next five and beyond!
Bryan |Translator, Birmingham
H-J Wealth Planning for many years now, have provided a personal service to be proud of. With excellent financial guidance and support to my family, is proof indeed of a very successful business relationship, which I have no doubt will continue.
Name Supplied
Despite my limited prior knowledge of investing in stocks and shares, Matt, from our first communication and from there on provides knowledge and offers guidance of the best options to invest considering my financial goals and my level of risk aversion. My understanding of personal finances increas...
Paul Meadows |Birmingham
Since being introduced to Matt by one of his existing clients some 6 years ago, when we were looking to invest our retirement savings and income, he has always dealt with our affairs in a most approachable, professional and, above all, honest and trustworthy manner. At that first meeting he took gre...
Alan & Carol Webster
I have always had excellent service from Matt, he is always available to talk to and the advice has always been in my best interests. I value him now as a friend as well as an adviser. I would not hesitate to recommend him as I have in the past.
Paul Johnson
Matt's advice has always been exactly what I have needed and he is always there when I need him. Highly recommended to anyone!
G Church
I can feel totally relaxed and assured that Matt and H-J Wealth have provided and delivered a truly trustworthy, professional and reliable service and advice. It is imperative at our stage in life to know that our best interests are always prime and in a safe pair of hands.
Retired Private Clients
Matt has been looking after my personal and business finance for the last 5 years. The thing that sets Matt apart is that he not only finds me the best options to make my money work harder for me. He has also proven to give me great contacts in several other areas of my business.He has invaluable ...
Matt Rose |Brittain Opticians'
Over a few years of building a great relationship and trust, we continue to be happy recommending H-J Wealth Planning to our clients. Matt and his team offer an entirely bespoke service that requires a full understanding of the differing needs of each client. This is then backed-up by the strength &...
Neil Wilson |Guest Wilson, Chartered Accountants
RE:SYSTEMS directors chose H-J Wealth Planning, because their level of individual service was second to none. We needed a partner who could understand each of our needs and tailor an appropriate pension to fit in with our everyday lives, but still help to achieve our retirement goals. Matt and the t...
Chris Clarke |Director
Steve England |Founder
Selecting a financial advisor for our Directors was a really challenging task, but I was immediately impressed with the professional approach and existing client base of H-J Wealth Planning. As a family-run business, it is important to me, and all the Directors that our money is protected and invest...
Tim Andrews |Managing Director, Hollywood Monster
Having just completed a BIMBO backed by AEA Investors private equity, the Senior Directors were looking for detailed financial wealth planning. We interviewed several recommended firms but whole management team unanimously voted to appoint Matt Holden-Jones at H-J Wealth Planning as our advisor. We ...
Jamie Simpson |Managing Director
I have every confidence in recommending H-J Wealth Planning as a first choice financial planning company. As an Owner/Manager, it’s reassuring to be able to form a trusted relationship that will truly deliver well thought out and researched advice for both my personal and business interests. Matt Ho...
Kevin Mann |Managing Director
Since being introduced to Matt at H-J Wealth Planning, he has always dealt with our affairs in a professional but personable manner. Matt is very experienced in his field, is extremely knowledgeable and trustworthy. He has looked after my family’s financial affairs for many years, putting considerat...
Mr S Wiseman
First class service – nothing is ever too much trouble. Matt has exceptional knowledge of the markets on a range of products from investments to insurance. Over the last 6 months I have moved from a disorganised saver and investor to someone who now has control over my money and a much better unders...
R Johnson
We have found Matt to be an extremely good discovery for us in terms of helping the both of us navigate the complex and changing world of financial planning and investment. Matt takes great pride in delivering a personal and professional service in a timely and ethical manner. We have found Matt...
Mr and Mrs P Bond |Solihull
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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.