Matt Jones

I’m Matt Jones, a Financial Planner here at Churchgates. I began my career in financial planning in 2011, having first worked in administrative and technical roles.

I am a Certified Financial Planner™ – a designation held by only around 1,000 financial planners in the UK – and a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). I am also a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS).

During my studies, I was honoured to receive awards from both the CISI and the PFS for achieving the highest exam results in East Anglia. These awards reflect my commitment to maintaining the highest levels of technical expertise and delivering the very best advice to my clients.

My passion lies in helping people achieve their life goals through smart, holistic financial planning. I take the time to understand every aspect of a client’s personal and financial life before building a bespoke plan tailored to their needs. I firmly believe that good financial planning is not just about money – it’s about creating clarity, confidence and freedom.

I specialise in retirement planning, using lifetime cashflow modelling to give clients a clear and visual understanding of their financial future, empowering them to make informed decisions with confidence.

Outside of work, I enjoy good food (perhaps a bit too much!), travelling, and exploring the outdoors with my dog.