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.

Click for LinkedIn Profile
Linkedin


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 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.

Tel: 0121 426 5558
Click to Email


Estelle Hartley, Practice Manager

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 solicitor’s 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.

Tel: 0121 426 5558
Click to Email


Kim Langley, Paraplanner

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 Kim’s main responsibility is to initially conduct research into appropriate investment and pension planning options, with the final objective of preparing clients’ 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.

Tel: 0121 426 5558
Click to Email