Matt Corke
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Matt Corke Email & Phone Number

Director and Financial Planner at Kingfisher Place Financial Planning
Location: Cirencester, England, United Kingdom 9 work roles
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Role
Director and Financial Planner
Location
Cirencester, England, United Kingdom
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Who is Matt Corke? Overview

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Matt Corke is listed as Director and Financial Planner at Kingfisher Place Financial Planning, a with 2 employees, based in Cirencester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Matt Corke.

Matt Corke previously worked as Financial Planner at St. James’S Place and Technical Adviser - Tax & Trusts at St. James'S Place Wealth Management.

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Kingfisher Place Financial Planning

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About Matt Corke

I work with individuals, families and small businesses primarily in the Cotswolds and London area to support them in understanding their life goals and how best to structure their finances to help them achieve those.My approach to financial advice centres on developing a long-standing, trusted relationship with my clients and those important to them, to support them in areas of their lives ranging from investing small nest-eggs for young children, putting together plans for retirement, through to supporting families as they consider the costs of long-term care.I joined St. James's Place in 2015, and since then have developed an in-depth technical knowledge in the financial planning industry and a broad experience working in a range of Head Office support functions as well as advising, and consulting for, the SJP community.In 2021, I was fortunate enough to take a sabbatical and deploy to Iraq with the British Army Reserves, who I have served with since my early twenties. I hope to bring the lessons in leadership and the deeply ingrained values of integrity and discipline instilled in me through the Army to my career with SJP and the work I do in support of my clients.I work as part of Shrubsole Wealth Management, an Associate Partner Practice of St. James's Place Wealth Management, alongside Andy Shrubsole; I have known Andy as a close family friend since I was twelve and he has supported and mentored me throughout my career.Outside of work, I enjoy my fitness and spend as much time outdoors as I can, have a passion for travelling and experiencing other cultures, and live next door to a small grass airfield in the Cotswold countryside where the sound of a distant propeller can often be heard in the background of my Zoom calls.The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.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.SJP Approved 11/05/2024

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Kingfisher Place Financial Planning
Kingfisher Place Financial Planning
Director and Financial Planner
Cirencester, GB
Employees
2
AeroLeads page
9 roles

Matt Corke work experience

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Financial Planner

Cirencester, England, United Kingdom

Working under Shrubsole Wealth Management, Associate Partner Practice of St. James's Place Wealth Management.

Technical Adviser - Tax & Trusts

Cirencester

Technical consultant working as part of Technical Connection, an industry-leading consultancy delivering financial planning advice guidance and suitability assurance to the SJP Partnership.Led the training and mentorship of apprentices and lateral hires.Authored technical documents and presented webinars published industry-wide via Techlink.This period included a 12 month sabbatical for service overseas with the Army Reserves.

Mar 2018 - Dec 2022

Trainee Financial Planner

Shrewsbury

Headhunted to join an SJP Senior Partner Practice as a trainee financial adviser, working in their main office whilst managing their expansion in to a second location.

Jul 2017 - Feb 2018

Advice Development Team

Cirencester

Supported the development and implementation of a new advice guidance framework for the SJP Partnership and a new approach to advice documentation, focusing on a more holistic outcome-based approach.Involved consulting with individual Partner Practices, delivering training workshops to large groups, and ultimately supporting a wider roll-out with remote training resources.

Nov 2016 - Jun 2017

Client Engagement Team

Cirencester

Engaged with SJP clients to resolve breakdowns in relationships between them and their adviser, seeking to deliver positive client outcomes and continuing service from SJP.Supported thematic projects looking at client engagement strategy.

Sep 2015 - Oct 2016
FAQ

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What company does Matt Corke work for?

Matt Corke works for Kingfisher Place Financial Planning.

What is Matt Corke's role at Kingfisher Place Financial Planning?

Matt Corke is listed as Director and Financial Planner at Kingfisher Place Financial Planning.

Where is Matt Corke based?

Matt Corke is based in Cirencester, England, United Kingdom while working with Kingfisher Place Financial Planning.

What companies has Matt Corke worked for?

Matt Corke has worked for Kingfisher Place Financial Planning, St. James’S Place, St. James'S Place Wealth Management, St. James’S Place Wealth Management, and British Army.

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