Partner Practice of
St. James's Place Wealth Management
 

Matthew Fowler, Director

Splitting my time between Devon and London, I provide wealth management advice to clients based across the South West, the City, and further afield. I seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals. I focus on:

  • building long term, holistic relationships with my clients;
  • helping my clients to build and preserve their wealth; and
  • helping my clients to protect themselves against risk.
In my experience, people considering financial advice often say "But I'm not wealthy...", "I just want to simplify everything – I don’t really know what I have and where" or "I just want someone to take it all off my hands". I believe everyone can benefit from talking through their financials plans and concerns, and many of my clients have found the experience to be interesting and cathartic. My clients include:
  • business owners/entrepreneurs;
  • legal, accounting and banking professionals;
  • individuals looking to save towards important financial goals, such as school fees, a new home and retirement; and
  • individuals working through a significant life event, such as marriage, divorce and inheritance.
I graduated from Warwick University with a degree in Maths, Operational Research, Statistics, and Economics and have since gone on to obtain CFA Charterholder status and to be certified as a Chartered Financial Planner. After enjoying a successful career in corporate banking and alternative investment fund services in London, Brussels, and Jersey, I established Fowler Financial Planning in 2016.

When I am not crunching numbers, I am a keen rugby player and enjoy supporting my local clubs Exeter Chiefs and Exmouth RFC.



Rachel Fowler, Business Development Director

I am the Business Development Director for Fowler Financial Planning. Building on my experience as a lawyer (no longer practicing) in the City and offshore, I focus on developing mutually beneficial professional referral networks between Fowler Financial Planning and businesses in the South West and London.

Splitting our time between Devon and London, Fowler Financial Planning provides wealth management advice to clients based across the South West, the City, and further afield. We seek to guide each client successfully through life’s financial journey by helping them identify, understand and achieve their long term financial goals.

I read English Law and French Law at the University of Exeter and the University of Rennes, before training as a solicitor. Following a successful career as a solicitor in London and Jersey working in both infrastructure and alternative investment funds, I joined Fowler Financial Planning in 2017.

Outside of work, I enjoy playing & watching rugby, horse riding and singing.