Matthew Sellens
BSc (Hons) APFS, Chartered Financial Planner
A Fellow of the Personal Finance Society and Chartered Financial Planner, Matt supports his clients and their families with expert intergenerational planning. With a passion for ensuring his clients, their families and legacies are taken care of in life through strategic retirement and pension planning advice, and beyond, via dynamic inheritance tax and estate planning. Matt’s frank and straight down the line manner is respected and appreciated by his clients, who tell us his advice is ‘life changing’.
A Fellow of the Personal Finance Society and Chartered Financial Planner, Matt supports his clients and their families with expert intergenerational planning. With a passion for ensuring his clients, their families and legacies are taken care of in life through strategic retirement and pension planning advice, and beyond, via dynamic inheritance tax and estate planning. Matt’s frank and straight down the line manner is respected and appreciated by his clients, who tell us his advice is ‘life changing’.
About Matthew
Matt established Crown Wealth Consultants in 2009 with a desire to provide no-nonsense, straightforward and transparent advice. Always seeing the human side of circumstances, understanding what matters to his clients, he wanted to build a team of like-minded people who would treat his clients with the same care. Known by the practice team as ‘The Captain’, he is generous, smart and helpful, exactly as he is with his clients.
Matt combines these personality traits with over 25 years of experience within the financial services industry, since he graduated from university in 1996. Matt is happiest when he is spending time with clients helping them design solutions to inheritance tax (IHT) and income tax liabilities that result in a more secure and healthy financial future for them and their families for years to come. After so many years building relationships, Matt now largely specialises in looking after high net worth individuals with complex investment and IHT needs, including tax advantaged investment solutions. As a very experienced and admired financial adviser, Matt now also mentors other advisers who are still expanding their own knowledge.
Matt is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Achieving Chartered status is the ‘gold standard’ in financial planning. This means that he has achieved the highest level of qualification available through the Personal Finance Society.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Specialisms
- Pensions and Retirement Planning including Defined Benefit Schemes
- Inheritance Tax Planning
- Tax Advantaged Investment Solutions
- Investments
- Intergenerational Planning
“Matt has consistently given me well researched and sound advice over several years with my family and my best interests at heart. Queries have always been promptly answered. His help in simplifying my previously too diverse and rather chaotic investments has been particularly appreciated. It is very reassuring to have someone with his expertise advising me.”
Donald G Harry, Retired Dental Surgeon
“Matt has always provided a very prompt, reliable and friendly service. He prepares thoroughly for any meetings and provides sound and knowledgeable advice. I would certainly recommend him to anyone.”
Graham Loader, Dentist
