Matthew Pidd
Chartered Financial Planner, Fellow of the Personal Finance Society
My approach to financial planning begins with a simple principle: advice should begin with the person and the life they want to lead.
Before becoming a financial planner, I qualified as a chartered accountant, giving me a strong grounding in accounting and finance that continues to inform my approach today.
Specialisms:
About
I own Tarporley Wealth Management and work directly with my clients on retirement, investments, protection and family wealth planning. I particularly enjoy helping people bring connected financial decisions together, rather than considering each arrangement in isolation.
I value long-term relationships built on mutual trust and open discussion. I explain why I am recommending a course of action, welcome questions and help clients understand the choices they are making. As their circumstances change, we revisit the plan together.
I am married with two children and understand the importance of balancing plans for the future with family life today.
I specialise in:
- Retirement planning
- Investment planning
- Protection planning
- Family wealth and inheritance tax planning
- Financial planning for business owners
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
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.
