I am a trusted experienced fully accredited member of the Society of Later Life Advisers who for many years has supported families and professionals in your local community.
I chose to specialise in this area after my mother was diagnosed as living with dementia some years ago, therefore I have personal as well as professional experience in working through the minefield of the care system.
I can help by:
• guiding you through the benefit system and whether you are claiming what you are entitled
• considering all care funding options
• providing ongoing support for you and your family for the decisions you will need to make
• discussing your choices regarding property
• simplifying the care system and how it works
• understanding your responsibilities and duties under a Power of Attorney*
What my clients say about working with me
“We have always found Matthew’s advice to be sound, well researched and matched to our needs. He has a very gentle and calming nature, which helps to make the world of personal finance all the easier to understand!”
Helen Waters, Housewife, Southfleet
“I have known Matthew Wilkes since 2003, he was my husband’s financial adviser and since my becoming a widower is looking after my interests with sound and trustworthy advice which is invaluable to me, so I can thoroughly recommend him to anyone for giving exceptionally good service and support.”
“His ability to listen and understand your concerns about your next steps in life financially has made an enormous difference to the way I see the world and of course feel much better about it. I would have no problem in recommending Matthew to anyone, even if you do not proceed with any Financial advice you will feel all the more relaxed about your concerns and have made yourself a genuine new friend that cares.”
Carl King, Director King-Associate, Boughton Monchelsea
“Wealth management can be a frightening topic for ordinary folk, especially when there is a crisis. Matthew came to my rescue, calmed me down and put me back on top of the situation I found myself in. I spend a lot of time rescuing people in distress, so I guess every white knight needs their own white knight to call in at such times! Thanks Matthew and well done!”
Alan Reading, Marketing Designer, Marden
“Due to poor advice from a previous adviser, we felt that we needed to seek advice we could trust. We found that Matthew and his team went beyond the call of duty to ensure we were able to get the cover we needed.”
Sharon Warner, Partner, Maidstone
Areas that I cover
I am able to support clients based in the Kent and East Sussex area.
How to contact Matthew
Email : Matthew.firstname.lastname@example.org
*_Please note that advice given in relation to Power of Attorney will involve the referral to a service that is separate and distinct to St. James’s Place and not regulated by the Financial Conduct Authority.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Matthew Wilkes Wealth Management Ltd 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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.