Southcote Financial Ltd

Jonathan Hems

Financial Planning Investment Advice Pension Advice

I started my financial career back in 2007 as a mortgage advisor. Throughout my time in this role, I accumulated over 800 clients, which inspired me to transition into financial advice to help them with broader financial planning. This role change enabled me to offer independent financial advice, ensuring my clients operate as tax-efficiently as possible and helping them achieve their life's ambitions. Away from my professional life, I enjoy long walks with my wife and playing golf at Kings Norton Golf Club. As a former golf professional who made it to the European Challenge Tour, I am a keen advocate of sports and have a strong passion for ensuring players are cared for professionally.

10 out of 10

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Alexander Matthieu

FCA Number: AXM01379

Trust planning and structuring (including discretionary and bare trusts) Multi-asset investment strategies and portfolio construction Retirement planning and pension advice (including pension transfers)

With broad international experience and a deep understanding of client needs, I specialise in trusts, multi‑asset investment strategies, retirement planning, and tax‑efficient structuring, delivering bespoke solutions aligned with my clients’ long‑term goals and values. My advice is grounded in strong technical expertise, supported by the CII Diploma in Financial Planning alongside specialist certifications in Discretionary Investment Management, Securities Advice and Dealing, Paraplanning, and Wills & Estate Planning. I am currently working towards Chartered Financial Planner status, CII Fellowship, and a Postgraduate Diploma in Law. Away from my professional life, I enjoy a range of personal interests and pursuits that bring balance and perspective, reflected in my calm, approachable style with clients.

9.9 out of 10

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Will Kiely

FCA Number: WJK01024

Financial Planning Investment Advice Pension Advice

I am a passionate Independent Financial Adviser to Individuals and small to medium enterprises. I ensure that my clients are operating as tax efficiently as possible and have built a team to provide great service, tax efficiency and a growth mindset at its core. I specialise in Building Wealth for Business owners, Serial Entrepreneurs and High Net Worth individuals' with a proven track record since 2010.

9.9 out of 10

3 verified reviews on

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