Matthew Jones — Network Financial Advisor
About Matthew Jones
Matthew Alan Jones is a Diploma-qualified Financial Adviser and Director of Apex Financial Services, where he provides holistic, face-to-face 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 — Matthew 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 with £500k–£1m+ in investable assets, supporting them with retirement planning, investment management, and strategies designed to protect and grow family wealth. 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. 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.
Services
- Retirement planning
- IHT planning
Regulation
Matthew Jones is FCA-verified.
Frequently Asked Questions
Is Matthew Jones a regulated financial advisor?
Yes. Matthew Jones is FCA-verified, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Matthew Jones offer?
Matthew Jones offers Retirement planning, IHT planning.
Does Matthew Jones offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Matthew Jones directly through their Trusted Advisor profile.
How do I book a meeting with Matthew Jones?
You can book a free initial consultation with Matthew Jones directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.