James Matthewson — Network Financial Advisor in London
About James Matthewson
James Matthewson is the Managing Director and co-founder of NEXA Wealth Management, where he provides bespoke financial planning for professional families, company directors and clients focused on building and transferring wealth between generations. With more than eight years' experience in financial services, alongside three years working in the property sector, James brings a broad perspective to wealth management. His combined understanding of financial planning and property strategy enables him to look at the bigger picture, helping clients make informed decisions about building wealth, protecting assets and creating lasting financial legacies. James takes a highly personal approach to financial planning, recognising that successful advice needs to reflect each client's individual circumstances, values and ambitions. He works closely with clients to develop long-term strategies that evolve alongside their lives, whether they are building wealth, planning for the future or considering how best to pass assets on to the next generation. For James, financial planning is about more than managing money. He believes it should give clients greater clarity and control, helping them make confident decisions today while creating the foundations for the life and legacy they want tomorrow. At NEXA Wealth Management, he is committed to building lasting relationships based on connection, trust and consistently putting clients' interests at the centre of the advice. Outside of work, James enjoys spending time with his young family, discovering new restaurants and playing golf or football.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Business & Exit Planning
- Pension Planning
- Investment Management
- Estate Planning
Qualifications
Associate of the Chartered Institute for Securities & Investment (CISI) Diploma in Regulated Financial Planning (CII)
Regulation
James Matthewson is FCA-verified (firm: NEXA Wealth Management).
Frequently Asked Questions
Is James Matthewson an FCA-regulated financial advisor?
Yes. James Matthewson is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does James Matthewson offer?
James Matthewson offers Retirement planning, IHT planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use James Matthewson?
Fees vary depending on the service, the complexity of your situation and the assets involved. James Matthewson will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
James Matthewson works as part of a network, with access to a carefully selected panel of providers. Network advisors share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with James Matthewson?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message James Matthewson directly through the contact form.
Does James Matthewson work with clients outside London?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. James Matthewson is based in London but you can confirm preferred meeting locations and video options when you book your initial call.