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Matthew Kenez
Partner at Clearwater Wealth Management, Principal Partner Practice of St. James’s Place Wealth Management
Professional Background
Matthew Kenez is a dedicated financial professional and Partner at Clearwater Wealth Management, where he specializes in providing comprehensive financial planning services tailored to the unique needs of professionals, business owners, and entrepreneurs. Matthew’s extensive experience enables him to navigate the complexities of investment planning, saving strategies, tax optimization, retirement readiness, and protection planning. His primary objective is to empower his clients to achieve financial independence through bespoke investment solutions and personalized financial advice.
In his role at Clearwater Wealth Management, a firm that is closely associated with St. James's Place Wealth Management plc, Matthew utilizes a wealth-centric approach to help clients across a diverse array of industries. His keen understanding of the financial landscape allows him to create customized strategies that align with his clients' financial goals and aspirations. Matthew believes in building long-term relationships with his clients, which facilitates providing insightful advice that adapts to life changes and financial objectives.
Education and Achievements
Matthew's educational background forms a solid foundation for his professional endeavors. He earned a Bachelor of Laws (LLB) degree at the prestigious University of Kent, where he deepened his understanding of legal principles that intersect with financial matters. Additionally, he pursued further training by obtaining a Diploma in Investment Advice from the Chartered Institute for Securities & Investment (CISI), which has equipped him with specialized knowledge and skills in financial planning and investment strategies.
His commitment to ongoing education and adherence to the highest professional standards exemplify his dedication to client service. Matthew's academic credentials are complemented by his certification as a financial adviser with St. James's Place, where he held a role as a Partner. This experience has enabled him to grasp the intricacies of wealth management and regulatory environments, positioning him as a trusted advisor for his clientele.
Achievements
Throughout his career, Matthew Kenez has demonstrated a remarkable ability to help clients navigate their financial journeys. He excels in creating tailored financial plans that are responsive to clients’ life stages and financial ambitions. This commitment to personalization and active management of clients’ wealth has earned him recognition in the financial advisory community. He is passionate about client empowerment and financial literacy, consistently working to ensure that clients understand their options and the implications of their financial decisions.
By focusing on a holistic approach to wealth management, Matthew has successfully guided many individuals and businesses toward achieving their long-term financial goals. His reputation for integrity and professionalism stands as a hallmark of his career in wealth management.
Whether you are a professional looking to enhance your investment portfolio, a business owner seeking effective tax strategies, or an entrepreneur planning for your retirement, Matthew Kenez is eager to assist. He offers no-obligation introductory meetings for prospective clients, demonstrating his commitment to serving your financial needs with utmost care and expertise.