JONATHAN MATTHEWS Chartered FCSI
Chartered Wealth Manager, Managing Director
Jonathan has been advising clients for over 29 years, where his career started in London working for Chase de Vere Investments.
Having spent 4 years there getting a grounding in his profession, he then decided to set up his own firm, Warner Matthews Ltd, with the intention of providing clients with the highest level of personalised, bespoke investment and financial planning advice.
Jonathan is a Chartered Fellow of the Chartered Institute for Securities & Investment. The qualification that he holds evidences a high level of knowledge and expertise which is recognised by the regulator (FCA) and other recognised professional bodies.
Jonathan’s interests and hobbies include, “attempting to keep fit, music, walking the dogs, boating and field sports, and above all else, spending time with the family.”
P.A. to Jonathan Matthews
Axelle has been with the company for nearly 10 years. Prior to joining Warner Matthews, she worked for the global brand and media agency, Schawk, as manager of the client servicing department.
Axelle oversees the day-to-day administration-side of the business, with particular attention applying to the setting up of nominee services for clients on which their investment portfolios are run, reconciling the firm’s accounts, producing reports and valuations and speaking with clients personally.
Axelle’s interests and hobbies include “endurance horse riding and training horses for point to points. I also enjoy socialising with my friends, taking my daughter to various play activities, going racing, circuit training, walking the dog and swimming.”
Emma joined the firm in the autumn of 2013. She has 25 years of experience in the financial services industry. Prior to joining Warner Matthews, she was at Legal & Medical for 3 years, and before that, she was at Kellands (Glos) Ltd for 8 years.
Emma is a paraplanner. She undertakes research in all financial planning matters from pension funding strategies to analysing annuity rates, insurance quotations for protection purposes and other more detailed mandates. Emma holds the Financial Planning Certificate under the auspices of the Chartered Insurance Institute, as well as the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice) and the CISI Level 4 Diploma in Investment Advice (Securities).
Emma’s interests and hobbies include “going to the gym and to push myself to train for different events. I completed the London Marathon in 2007 and have taken part in several Sprint Triathlons. I enjoy the outdoors including walking and cycling. I love cooking for friends and baking with my daughter.”