At Mattimore Wealth and Wellbeing, we have a passion for people and an aim to help you live your best financial life. We understand that financial stability and security are key components of a fulfilling life, and it's our mission to empower our clients to reach their financial goals with confidence.
A collaboration of two businesses, Mattimore Wealth and Wellbeing and Oakes Financial Planning, we came together in 2023 based on the shared ethos, values and client-focused approaches of Alison Mattimore and John Oakes.

Alison and John bring a wealth of knowledge and expertise to the table, taking a highly-personalised, goals-based approach to financial planning, working closely with clients to understand their unique financial needs and aspirations. Financial wellbeing is a journey, not a destination, and we're committed to supporting our clients every step of the way. Whether it's helping to build wealth, plan for retirement, reduce tax liabilities, or make smart investment decisions, we're here to provide the guidance and support needed to achieve financial independence.

So, if you're ready to take control of your financial future, join us on the journey to financial wellbeing. Let us help you achieve your financial aims and live life with confidence.

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.