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Matt Cross
Before we get to know your money, we need to know you and what your relationship is with it. We guide you using goal-based financial planning, so that you have control and transparency when making your financial decisions. You’re invested in your success, and so are we.
First, we help you to consider what is possible, then we support you in achieving it.
Media Coverage
IFA Magazine
IFAs say obsessively checking investment apps can be “hazardous to your wealth”With a third of investment app users (35%) checking their balance every day and nearly half having three or fewer assets in their portfolios, according to a
International Adviser
What do financial advisers want to see in 2021?2020 was a learning curve for the sector, but this year is about ‘building the future of advice’ #equilibrium #progeny #sandringham
Metro.co.uk
What to do with your coronasavingsSome people have found themselves surprisingly well off after lockdown
Wilts and Gloucestershire Standard
Gloucestershire apprentices share their stories to mark National Apprenticeship WeekOBSERVING National Apprenticeship Week, five former and current members of the Cirencester-based Apprenticeship Programme at St James’s Place have…
Financial Times
Diary of an Adviser: Matt CrossWebchats and Zoom quizzes have become the new normal for this week’s adviser.
Professional Adviser
‘Young people need to find emotional attachment to money’In this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to 26 year-old St James’s Place (SJP) adviser Matt Cross about young people and money.