Matthew Rhodes

DipPFS, Cert CII

After more than 12 years with Wesleyan and Capstone, Matt realised he wanted to shift the focus back to what matters most — clients as individuals, not numbers. 

Over the years, he’s helped hundreds of clients, and that experience has shaped his desire to create a welcoming, family-run business that is truly tailored to each individual. 

Specialising in senior medical professionals, Matt prides himself on offering a highly personal approach. Following the birth of his third child, this new chapter also brings a welcome shift in focus - allowing him to better balance family life with delivering exceptional, client-centred advice.

About

Our ‘NHS pension geek!’ With over 15 years of experience helping people make sense of their money, Matt’s the calm, steady presence you’ll want on your side. He has a knack for turning complex financial decisions into clear, confident choices – making the whole process feel simple and stress-free.

Outside of work, life’s full-on (and fun!). Matt’s a proud dad of three, happiest when he’s out on the golf course, skiing, or behind the wheel indulging his lifelong love of cars. He and his wife share a passion for travel – and you’ll always find them at Glastonbury Festival. Professional, approachable, and truly dedicated to his clients – that’s Matt.

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.
White CFP logo

Click on the accreditations for more information

Addresses

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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.

Medical Wealth Management Ltd is registered in England and Wales, Number 16462631. Registered Office: Suites C, D, E & F 14th Floor The Plaza, 100 Old Hall Street, Liverpool, Merseyside, L3 9QJ.