Ichthus Financial Solutions
MATTHEW NEWTON ACIB, Dip PFSICHTHUS FINANCIAL SOLUTIONS
Ichthus Financial Solutions is a provider of excellent wealth management and financial solutions to the Christian community. We take a personal pride in looking after and caring for the financial needs of the Christian community. I have enjoyed long term relationships with clients and their families for many years, providing advice in all areas of financial need.
Ichthus Financial Solutions objectives are to:
- Build long term relationships with our clients
- Provide a trusting, local, accessible and consistent service
- Offer clients a first class investment proposition with a proven track record
- Help to promote the Christian message by contributing 10% of our income to the church or a Christian charity of the client’s choice
St. James’s Place Wealth Management, who we represent, has a particularly strong record in managing clients’ investments and has received many prestigious industry awards.
We provide advice to individuals, trustees and companies in the following areas and also have access to a network of professional partners, where necessary.
- Investments - new and existing
- Pensions and Protection
- Mitigating Inheritance Tax
- Will planning*
- Care home fees planning
Having worked for HSBC for 22 years, latterly as an Independent Financial Adviser, I was approached by St. James’s Place to join them as a Partner in June 2007, which I was delighted to accept.
I have enjoyed enormous loyalty from my existing clients who recognise the value of the personal service I provide and the award-winning proposition I am able to offer them through
St. James’s Place Wealth Management. I have also been most grateful for the support they have provided in referring me to friends, family and colleagues.
I am also specifically licensed to provide advice to those 'self-funders' going into care. This is a specialist area and there are a number of options. Professional advice is essential to ensure that fees are covered both now and in the future. It is not necessarily always best to rely on a dwindling bank balance.
I am a regular attendee at Aylsham Community Church since becoming a Christian in May 2008 and have a real desire to serve the Christian community with the skills I have been given. I am happily married to Alison and have two wonderful children, Adam 13 and Anya 9.
In the light of recent volatility on world stock markets and economic uncertainty, I would stress the importance of reviewing existing arrangements to ensure they remain suitable.
- Has your existing adviser been visible during these difficult times?
- Are your investments/pension being managed by the best people with the best track records?
- Do you know how you are faring and can you afford not to?
- When did you last review your affairs or obtain a second opinion?
I have the facility to provide independent research on your investments and pensions, without obligation, in order to make you aware of just how well your existing arrangements are performing against similar funds with peer companies.
In the first instance, I would welcome an initial chat with you, without obligation or cost, to allow me to explain the service I offer.
I look forward to speaking to you soon.
Matthew Newton
- Establishing strong, moral, long term relationships –
Authorised and regulated by the Financial Service Authority
* Wills are not regulated by the Financial Services Authority
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