Matthew Jones — Network Financial Adviser in Swansea
About Matthew Jones
Matthew Jones is a Financial Adviser and Director of Apex Financial Services, where he provides holistic financial planning to clients across the South West and Wales. With 11 years of experience in financial services — beginning in the St. James’s Place Next Generation Academy and later establishing Apex — he specialises in helping families make confident, long-term financial decisions. Drawing on his background as an educator and former England U18s Schoolboy Football International, Matthew brings discipline, clarity, and a genuine desire to help people achieve meaningful goals. He works closely with clients, supporting them with retirement planning, investment management, and strategies designed to protect and grow family wealth. Matthew’s favourite part of the job is helping families make life-changing decisions — from retiring with confidence to mapping out the financial future they truly want. A typical day blends family life and business ownership: walking his son to school, training on the Peloton, managing his client pipeline, and preparing bespoke recommendations. Lunch often means a dog walk across Three Cliffs, before an afternoon of client meetings and financial planning.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Investment Management
- Tax Planning
- Holistic Financial Planning
- Inheritance Tax Planning
- Mortgages
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII) Certificate in Mortgage Advice (CII)
Regulation
Matthew Jones is FCA-verified (firm: Apex Financial Services).
Frequently Asked Questions
Is Matthew Jones an FCA-regulated financial advisor?
Yes. Matthew Jones 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 Matthew Jones offer?
Matthew Jones offers Retirement planning, IHT planning. 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 Matthew Jones?
Fees vary depending on the service, the complexity of your situation and the assets involved. Matthew Jones 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?
Matthew Jones 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 Matthew Jones?
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 Matthew Jones directly through the contact form.
Does Matthew Jones work with clients outside Swansea?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Matthew Jones is based in Swansea but you can confirm preferred meeting locations and video options when you book your initial call.