Apex Financial Services was formed in 2020 and is directed by the Principal, Matthew Jones. Matthew was previously co-director of his Father’s Practice for five years, where he was involved in all aspects of running a successful business before taking the opportunity to set up his own Practice when his Father retired. He is supported by Sia, his Practice Manager, and Rob, his Paraplanner and together, they have over 30 years of experience in the finance sector. This experience enables Apex to provide individual and corporate clients with advice tailored to their specific short and medium term goals, ensuring these remain in line with their longer-term financial objectives
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Matthew was extremely helpful at the point in my career where I suddenly had the opportunity to pursue an early retirement option that I had thought would still be 5-10 in the future. Having worked internationally and lived abroad for the past 25 years my investment planning was not in the best shap...
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.