Senior Partner Practice of
St. James's Place Wealth Management

Matthew Holden-Jones DipFA, Managing Director and Financial Planner

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.

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Jack Lear Chartered ALIBF, DipPFS, Financial Planner

Jack’s focus is on providing tailored, relationship led financial advice to individuals, their families and their businesses to provide lasting peace of mind.

Jack firmly believes that building a long-term relationship with an experienced financial adviser who puts outstanding service at the center of their philosophy is the right approach to navigate the financial environment in which we live, which is ever evolving and is becoming increasingly complex.

Jack started his career with Barclays Bank in 2013, originally working in corporate banking before moving to Barclays Wealth in 2015. Jack has worked with and helped high net worth clients both in the UK and in the Middle East and has recently attained Chartered status with the London Institute of Banking and Finance.

Outside of the work Jack is a keen sportsman, loves keeping fit, has a passion for the outdoors and enjoys spending time with his partner, friends and family

Kerry Holden-Jones, Practice Director

Kerry is our Practice Director, and in conjunction with the Managing Director is responsible for strategy, business development, marketing, events and our affinity partnerships. She also manages the company finances and associated company administration.

Due to her background in Human Resources Kerry is also responsible for supporting the advisers with the set-up of Employee Benefit schemes including private healthcare, health cash plans, group life insurance, group critical illness and group income protection. She ensures benefits set up and managed appropriately and liaises with our corporate clients to keep schemes up to date.

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.

Ravitta Jisdhaul, Financial Planning Executive

Ravitta is our Financial Planning Executive, an integral part of the team, she works closely with our Financial Planners to ensure the high level of service we strive to provide to our clients is delivered. Between Rav and the financial planners, advice is both well thought out and structured to ensure we meet our client’s objectives and life goals.

Prior to joining Rav enjoyed a successful career at a commercial property brokerage for seven years, helping businesses across the UK, Middle East and Asia. In order to broaden her skills and career opportunities, she decided to join the financial services industry and attained her diploma qualification through the St. James’s Place Academy in 2015.

In her spare time Rav enjoys traveling, cooking and reading.

Michael Burlacu, Trainee Financial Planning Executive

Michael is our Trainee Financial Planning Executive and works closely with Ravitta, our Financial Planning Executive, to support her in the delivery of compliant client advice and administrative tasks.

Prior to joining H-J Wealth Planning, Michael completed an undergraduate degree in Economics and Finance and went on to work at Deutsche Bank. Coinciding with this, Michael has also completed numerous financial planning exams and is currently part of the Paraplanning Academy with St. James’s Place, in order to attain his Diploma in Regulated Financial Planning with the Chartered Insurance Institute.

During his spare time, Michael is passionate about fitness (in particular weightlifting), is an avid reader and enjoys spending time with his girlfriend.

Rebecca Follis, Senior Administrator

Rebecca is our Senior Administrator and is responsible for providing full administrative support for the financial planners/advisers. She has responsibility for the delivery of client care and support, working with the team to ensure that clients are provided with an extremely high-level service. She also provides support to the Practice Director for client events and marketing initiatives.

After completing a degree in English, Rebecca went on to work in investment administration for a wealth management firm for over 3 years before joining H-J Wealth Planning. During this time, she helped in the management of client accounts, producing literature and day-to-day handling of client and adviser queries.

During her spare time, Rebecca has a keen interest in film and enjoys going to the cinema. She also enjoys going for walks and socialising with friends at the weekend.