IFS Wealth Managers
Partner Practice of St. James's Place Wealth Management
Read some of the feedback received from clients over the years.
“Matthew was able to sit down and explain things to me in simple terms and took the time to make sure that I understood all options before making any decisions. It is a pleasure to meet someone who is genuinely interested in providing advice tailored to my individual needs and I would not hesitate to recommend Matthew and his team.”
Roger Kilcommons, Company Director, Rotherham
“We wanted someone who could give us straight forward advice. With busy lives we needed facts so we could make an informed decision. Matthew bypassed the jargon and spoke in a language we understood. Matthew looks after our financial portfolio ie pensions, investments and mortgages. The reason we use him for all our financial planning? It's because he's switched on, tenacious and will always do his utmost for his clients.”
Gina & Stuart Moore, Director, Doncaster
“My wife and I have used “Matthew of IFS Wealth Managers for nearly 10 years. In this time, we have come to trust advice on both our personal and business investments. They go the extra mile to help and advise us on major decisions when we are looking to enhance our portfolio. I would not hesitate to recommend them to any of my friends and colleagues. ”
S Bennett, Director, Retford
“Matthew became our financial advisor some years ago. We have enjoyed an excellent and friendly service which is always clearly and carefully tailored to our needs and personal concerns. In addition to helping us find the best possible mortgage package for our home and reviewing this as necessary, he has reviewed our investments and insurances, taken account of our personal financial circumstances, our attitudes to risk and contingency planning, and enabled us to be confident that we have robust plans in place for our future. As he has advised us, he has always explained the choices and possibilities so that we have felt supported and able to make these important decision wisely. Recommending him to all is never a concern.”
P Dalowsky, Solicitor, Doncaster
“I have worked with Matthew on a personal and professional basis for the last four years and always received excellent and honest advice.The thorough review and options provided with regard to my personal affairs were particularly pleasing.The service provided has been of the highest quality and I would not hesitate in recommending Matthew to anyone.”
Paul Elton, Accountant, Doncaster
“Matt Gleadall has been my financial adviser for several years now and in that time he has helped streamline my finances making them easier to maintain as well as offer expert advice on how best to make my money work for me. His advice is matched only by his vast knowledge of his profession ensuring he delivers the very best service every time... not to mention him being one of the nicest people I have had the pleasure of knowing.”
Richard Lee, The Music Factory Entertainment Group
“I have always found the service and advice given by Matt Gleadall to be very professional and responsive to my financial needs. Matt takes time to discuss your aspirations for your investment portfolio, including your attitude to risk, and works hard to find a package to best meet your requirements.Matt's approach is one of developing an on going long-term relationship with his clients. As a result you will not get a hard sell from him. Using Matt's knowledge and expertise you work together to determine the best investment package for you as an individual. Matt ensures you are kept up to date with the progress of your investments so that your needs continue to be met and you are kept informed with progress. I have recommended him to others with confidence that they will be as impressed with his service as I have been.”
Katrina Cleary, NHS Senior Manager
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
IFS Wealth Managers is a trading name of Individual Financial Solutions Limited. Individual Financial Solutions Limited is registered in England and Wales, Number 07260029. Registered Office: Melbourne House, 27 Thorne Road, Doncaster, DN1 2EZ.