"At that first meeting he took great time and effort in explaining all of the financial options and risks available to us. Some 6 years later Matt has delivered exactly what he promised, in fact he has exceed our expectations, not only in financial terms but in his approachable and personable manner in which he conducts his business. We now feel far better equipped to jointly make future financial decisions as a result of our association with Matt and his excellent support team at HJ Wealth Planning."
"With Matt nothing is too much effort and trouble. He is always there when you need him to give balanced, knowledgeable advice taking time to explain the rationale behind the options available."
"We have no hesitation in giving our highest of recommendations to clients making similar financial considerations and decisions in the future.”
“He has invaluable insight into how I can improve my own business. I couldn’t recommend him highly enough.”
“Matt and the team made us feel that our needs come first and that building an ongoing relationship with each individual is key to their success and ours. It is very much in line with how we do business.”
“Matt really took the time to understand our financial position as a business and individuals, looking at areas such as investment, retirement planning, insurance, and personal mortgages and loans. Finance is a very personal affair but Matt made us feel at ease immediately, creating a level of trust that’s essential when selecting an advisor.
“The benefit of H-J Wealth Planning, being a Senior Partner Practice of St. James’s Place Wealth Management means that we had the experience and security of an established firm, teamed with the personal and caring approach of a small firm like H-J Wealth Planning. Added to that, H-J Wealth Planning’s position in the marketplace and dedication to high wealth corporate business – through sponsorships with Birmingham City Football Club and Harborne Golf Club – has helped us gain new connections, which is an added bonus.
“Matt really is dedicated, professional and, most importantly great at what he does. ”
“I wouldn't hesitate to recommend H-J Wealth Planning and Matt Holden Jones to fellow professionals.”
“Matt Holden-Jones has consistently and diligently provided clear, practical advice and guidance to allow effective and decisive financial decision-making. By focusing on our needs he has gained the confidence of myself and our management team to become an integral part of our business planning.”
“We have found Matt's style to be very user friendly and approachable at all times and is always there for you either by phone or face to face.
“We have found the advice given to be well informed, honest, and well sourced.
“Clearly Matt works extremely hard to keep on top of his game and is supported by an excellent team within his company.
“We will continue to use Matt for all our financial planning and investment advice and will continue to refer Matt to others with the highest of plaudits and recommendation.”