6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk

Matthew
Storey

Senior Adviser, DipPFS

Matthew has been a Senior Partner of St. James’s Place Wealth Management since 2005. He ran his own successful practice until January 2022. In January after 16 successful years,  Matthew decided to join McKenzie and Co, as his time was becoming increasingly spread between providing quality advice to his clients, along with the ever-increasing back-office administration of running a financial services business with a small team.  This has now enabled Matthew to continue to provide his clients with the ongoing quality advice they need, without the distractions for him of trying to run an office at the same time. Matthew has known, Ed, Tristan, and his team for many years and personally selected and joined the practice knowing that his clients, will get the very best continued service from him and the robust back-office support at the Practice. Providing an even better proposition for his clients.

Matthew has expertise in pension retirement planning and Inheritance Tax Planning. Matthew likes to build close working relationships with his clients to work towards achieving their long-term financial security and prosperity. He offers a holistic wealth management service, and where specific expertise is needed, works with associates within the practice. Matthew likes to work in partnership with clients, tailoring his advice according to specific client needs, and believes that regular reviews are a valuable part of the client relationship.

Outside of financial services Matthew is also an executive coach as well as a Business Entrepreneur. He has helped many businesses and executives reach their goals and feels this has also helped him to become a better financial adviser.