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
Qualifications
Associate of the Chartered Institute for Securities & Investment (ACSI) Diploma in Regulated Financial Planning (DipFPS)
Regulation
James Matthewson is FCA-verified (firm: NEXA Wealth Management).
Frequently Asked Questions
Is James Matthewson a regulated financial advisor?
Yes. James Matthewson is FCA-verified and authorised under NEXA Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does James Matthewson offer?
James Matthewson offers Retirement planning, IHT planning, Insurance.
Where is James Matthewson based?
James Matthewson is a network financial advisor based in London, serving the EC, N, NW, SE, SW, W, WC, AL postal areas.
Does James Matthewson offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with James Matthewson directly through their Trusted Advisor profile.
What qualifications does James Matthewson hold?
Associate of the Chartered Institute for Securities & Investment (ACSI) Diploma in Regulated Financial Planning (DipFPS)
How do I book a meeting with James Matthewson?
You can book a free initial consultation with James Matthewson directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.