Matthew Wilkes Wealth Management - Chatham

Jack I.

Matthew and his team go above and beyond to make sure they understand whoever they deal with. There is no client too big to too small for them. I have have dealt with Matthew and his team both personally and professionally and I would highly recommend him. Hi is very proactive, knowledgable and really cares about anyone he deals with. With Matthew being Chartered, it gives me the peace of mind his expertise are always able to help. His admin team are very efficient and have really strong communication. Matthew has given me great advice and this gave me the confidence to introduce my clients to him too. He always makes me look good and all of my clients have said great things about him. I would highly recommend anyone looking to get some great financial advice to reach out to him.

James P.

My only regret after speaking to Matthew is that I hadn’t met him sooner!

I have recently sat down with Matthew and gone through multiple methods of how to allocate money, in order to have a more comfortable future for both myself and family.

What I love most is how he is able to break down the jargon into a form that I was able to understand.

Every time i leave Matthew, it feels like a sense of relief and I have better sense of direction with my finances and I would thoroughly recommend him to anyone.

James H.

I've worked with Matthew Wilkes Wealth Management across multiple client scenarios, and their advice has consistently been clear, practical, and tailored to real-world needs.
Matthew has supported several of my clients through complex financial decisions, and I've personally received this insight too.
If you're looking for a financial advisor that genuinely listens, understands the nuances of your situation, and offers you guidance you can act on - Matthew is your guy!

Nicki E.

Excellent advice, always clear and fully explained. Our advisor, Matthew, is friendly, knowledgeable and extremely helpful. We are more than happy with our dealings with Matthew Wilkes Wealth Management and can thoroughly recommend this service.

Andrea F.

Matthew has advised me on my retirement planning for several years. Matthew is extremely knowledgeable and pragmatic and I trust his judgement implicitly when advising me of the best options to consider. Would highly recommend Matthew and his team.

Edward P.

Matthew Wilkes provides an excellent service managing my financial affairs. Matthew has a detailed knowledge of my assets and uses that knowledge to provide me with a variety options for investment. All recommendations are data driven and always take into consideration my attitude to risk.
I have used Matthew for the last ten years and have no hesitation in recommending his services.

Richard P.

My wife and I look forward to our annual meetings with Matthew in the comfort of our own home. He is very friendly chap, extremely professional and knowledgeable in finance, giving us peace of mind knowing we can trust him 100% with our finances and pensions.
Matthew explains everything so clearly and carefully during our meetings, also providing some nice coloured graphs and information showing how our pensions are preforming and where our money is invested.
We are very grateful for the summary letter Matthew sends after our meetings, listing everything we discussed, reminding us where we are with our finances, goals and objectives for the next year. Before we were introduced to Matthew about five years ago and transferring our old pensions to his company, we had no real idea of how our pensions were preforming or what they were invested in. We would very much recommend anyone who is a little bit in the dark regarding pensions, or could use some help with their finances, to have a chat with Matthew.

Nicki E.

Matthew has a wealth of knowledge in all areas and has a pleasant and approachable demeanor. He has the patience to explain things to us and is more than help to respond quickly to any questions we may have.
We have been with Matthew for many years now and have continually been pleased by all his work and efforts to look after us. We would thoroughly recommend Matthew to anyone looking for sound financial advice. Thank you Matthew for all your work.