Matt is the Managing Director of H-J Wealth Planning Ltd. They provide strategic financial planning for private clients, trustees and businesses whose circumstances tend to be more complicated than most. H-J Wealth’s philosophy focuses on maintaining a long-term, trusted relationship with all of their clients, showing distinct quality, integrity and excellence, ensuring the highest level of service at all times. They specialise in the following areas: 

  • Pension and Investment reviews

  • Life and Health Insurance

  • Mortgage and Protection advice

  • Working with entrepreneurs to invest the proceeds of their business sales / exits

  • Extracting profit from director-owned businesses in a tax efficient manner

  • Establishing family trusts for the provision of future generations

  • Retirement planning strategies for both pre and post retirement

  • Sophisticated investment advice for professionals with high incomes

  • Inheritance tax mitigation

  • Working with businesses to provide employee benefits

Contact details: email:

mobile: 07740454332

office: 0121 426 5558