Matthew Wilkes Wealth Management Ltd.

Matthew Wilkes Wealth Management Ltd. We look after the needs of individuals, families and businesses and would welcome the opportunity to
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We look after the needs of individuals, families and businesses and would welcome the opportunity to discuss your own circumstances with you, creating bespoke financial plans, to help meet your personal financial goals.

Where there's a Will, there's a sayIf you die without a valid Will, the rules of intestacy set out who inherits your est...
24/08/2026

Where there's a Will, there's a say

If you die without a valid Will, the rules of intestacy set out who inherits your estate.
For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will.
For cohabiting couples, how you own your home matters. If owned as joint tenants, the whole property will automatically pass to the surviving partner on death.

Please follow link:-

Managing finances in bereavementThe executor is the person responsible for carrying out the wishes set out in the Will.P...
21/07/2026

Managing finances in bereavement

The executor is the person responsible for carrying out the wishes set out in the Will.
Probate is the legal process of distributing someone’s estate (their cash, property, assets and possessions) after they die.
If inheritance tax (IHT) is due on an estate, this must be paid to HM Revenue and Customs (HMRC) by the end of the sixth month after the person died (interest accrues on an unpaid bill after this deadline).

For more information, please follow the link:-

https://www.matthewwilkeswealthmanage

Managing finances in bereavementThe executor is the person responsible for carrying out the wishes set out in the Will.P...
21/07/2026

Managing finances in bereavement

The executor is the person responsible for carrying out the wishes set out in the Will.
Probate is the legal process of distributing someone’s estate (their cash, property, assets and possessions) after they die.
If inheritance tax (IHT) is due on an estate, this must be paid to HM Revenue and Customs (HMRC) by the end of the sixth month after the person died (interest accrues on an unpaid bill after this deadline).

For more information, please follow the link:-

https://www.matthewwilkeswealthmanagement.co.uk/article/detail/sjpp/managing-finances-in-bereavement.html

☀️ The UK heatwave is here... which means two things:🧴 Protect your skin.💰 Protect your financial future.Murphy has alre...
07/07/2026

☀️ The UK heatwave is here... which means two things:

🧴 Protect your skin.
💰 Protect your financial future.

Murphy has already done his bit by rocking his very fetching bucket hat (and we think he's pulling it off rather well! 🐶🪣).

While sunscreen keeps you covered today, a good financial plan helps protect your tomorrow.

Stay cool, stay safe, and enjoy the sunshine! 😎☀️

https://www.matthewwilkeswealthmanagement.co.uk/contact.html

New 22% charge on cash in investment ISAsA flat rate 22% charge will apply on the interest on cash held in investment IS...
07/07/2026

New 22% charge on cash in investment ISAs

A flat rate 22% charge will apply on the interest on cash held in investment ISAs.
Money market funds held in an ISA won’t be classified as cash, and won’t be liable to the 22% charge, provided they don’t make up 100% of the ISA.
A simpler first-time buyer ISA will be launched to replace the lifetime ISA. It will pay a government bonus, but there will be no exit penalties.

Follow link below for details:-

The government has announced a 22% charge on the interest on cash savings held within non-cash ISAs, including stocks and shares ISAs and innovative finance ISAs, from April 2027.

For many business owners, the plan is simple: sell the business and retire comfortably. But the reality can be more comp...
29/06/2026

For many business owners, the plan is simple: sell the business and retire comfortably. But the reality can be more complex.



Explore why understanding your true business value is critical and how strategic planning can help close the gap to your financial freedom goals: https://www.matthewwilkeswealthmanagement.co.uk/article/detail/sjpp/will-your-business-fund-the-retirement-you-deserve.html



Matthew Wilkes Wealth Management Ltd. 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).


SJP Approved 3/2/2026

24/06/2026

⭐ Client Review ⭐

Receiving feedback like this is why we do what we do.

Thank you to our wonderful clients for taking the time to share their experience after more than 15 years of working together. We're incredibly grateful for your trust and support.

💬

"We have known Matthew for over 15 years, having first met during the school run when our children were young. Over the last decade and a half, as our lives, jobs, and finances changed, Matthew has been an invaluable guide every step of the way.

In the early days, he helped us manage the basics. Sorting out personal credit cards, debts, loans, and providing excellent mortgage advice and insurance. As our financial situation evolved, he seamlessly transitioned into managing and investing for our future. He has a brilliant knack for making your money work for you. When times became tight, he even helped us navigate through by utilising our investment returns.

He recently reviewed my pension, which is doing incredibly well. We trust his judgment so much that he is now looking into my aging parents' investments to see if he can better protect and grow their wealth compared to their current company.

Matthew is always a friendly, welcoming face. He has a wonderfully casual yet completely business-like approach that instantly puts you at ease. And even though we have recently relocated to Spain, distance hasn't changed a thing. He is always readily available to us via a quick video chat.

We are not the type of people who want to watch the stock market daily, nor do we have the expertise to do so. Having someone like Matthew look after that side of things gives us total peace of mind. If you want a wealth manager who genuinely cares, looks at the big picture for your entire family, and delivers great results, look no further than Matthew!"

Thank you for your continued trust. It has been a pleasure supporting your family over the years, and we look forward to helping you achieve your future financial goals.

If you are considering consolidating your pensions, please contact us for advice first on01634 670424 for a review of yo...
17/06/2026

If you are considering consolidating your pensions, please contact us for advice first on
01634 670424 for a review of your individual circumstances and requirements.

https://www.matthewwilkeswealthmanagement.co.uk/contact

The value of your investment can go down as well as up. You could get back less
than you
invested.
Matthew Wilkes Wealth Management Ltd 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)
SJP Approved 1/06/2026

Please feel free to contact us on the details below with any financial queries or concerns which you may have.

What an incredible event! 👏The Matthew Wilkes Wealth Management team was proud to take part in the **My Virtual Mission ...
09/06/2026

What an incredible event! 👏

The Matthew Wilkes Wealth Management team was proud to take part in the **My Virtual Mission Challenge 2026**, alongside teams from across the UK.

The results speak for themselves:

🏃‍♂️ 177 participants
📍 12,187.26 miles travelled
💙 £104,518.49 raised through fundraising and matched giving (and still rising daily!)

Across the wider St. James's Place community, an amazing **£209,126.98** has been raised so far to support many deserving charities throughout the UK.

While the numbers are impressive, what really made this event special was the spirit shown by everyone involved. The determination, inspiring stories, photos shared along the way, and just a touch of healthy competition created a genuine sense of community, despite the challenge being entirely virtual.

A special mention goes to Amanda, who was keen to point out that she finished an impressive **5th overall**! 🏅 Matthew was quick to remind her that it was the taking part that counted — and more importantly, the significant difference the fundraising will make to the many small charities that will benefit from the money raised.

A huge congratulations and thank you to everyone who participated, donated, supported, and cheered us on. Together, we've created lasting memories and helped make a real difference.

If you are considering consolidating your pensions, please contact us for advice first on01634 670424 for a review of yo...
09/06/2026

If you are considering consolidating your pensions, please contact us for advice first on
01634 670424 for a review of your individual circumstances and requirements.

The value of your investment can go down as well as up. You could get back less
than you
invested.
Matthew Wilkes Wealth Management Ltd 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)
SJP Approved 1/06/2026

Please feel free to contact us on the details below with any financial queries or concerns which you may have.

Address

7 Fernbank Close
Chatham
ME59NH

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