Steven Mathieson
AFPS
Prior to joining St. James's Place, my career led me to managing client’s cash and borrowings and implementing financial planning solutions to help them to achieve their personal goals.
About
The key element of my service has always been to take a proactive approach with clients, ensuring a strong client / adviser relationship.
I was invited to join St. James's Place in 2011 which I was delighted to accept. This offered me a platform to provide advice to my clients.
Steven has worked within financial services for more than 12 years. Originally as a bank teller, moving into mortgage advice and from there, gained the qualifications as a financial adviser at a major high street bank. Having worked there for a number of years, Steven set up Mathieson Financial Services Ltd in December 2011, becoming a Partner Practice of St. James's Place. Seeing an opportunity to be self-employed, providing personal flexibility and the opportunity to focus on personal service for his clients.
The distinctive approach to investment management adopted by St. James's Place allows my clients access to global markets through a range of investment funds managed by some of the most talented and respected Fund Managers available. In my view an approach that should not be overlooked.
Since 2011, Steven has moved office premises as the business grows and added staff to help support the back office administration. This continues to be a key focus for Steven and adding further members to the team will ensure the business is capable of providing timely key advice to clients, along with efficient administration behind the scenes.
Steven continues to develop his knowledge and in December 2018 was awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Outside of work, Steven is married with two children. Steven enjoys the odd game of golf, socialising with friends and spending quality time with his family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
