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Matthew Jones

DipPFS

Financial Planner

Get to know Matthew

After graduating from the University of Salford, Matthew built a varied career through finance and management roles across several industries. He initially joined Stratton as a specialist mortgage adviser before completing the professional examinations required to become a financial planner.

Today, Matthew provides holistic financial planning while continuing to support other advisers through his paraplanning work. He particularly enjoys collaborating with colleagues, bringing together different perspectives and areas of expertise to achieve the right outcome for each client.

When he is not working, Matthew enjoys staying active through a variety of sports and spending time with his family. Both provide a welcome change of pace from the detailed thinking and teamwork involved in his role at Stratton.

Professional Standing

All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).

Matthew's SPS Certificate

You can click below to view Matthew’s FCA Register Profile.

Matthew's FCA Register Profile