Matthew Wain
DipPFS Cert CII (MP)
After studying at the University of Manchester, I began my career at a leading UK investment platform, where I worked my way up to Team Leader within the Investment Operations division. The role gave me invaluable hands-on experience working with a wide range of people, from retail clients and financial adviser to investment managers and market makers, which helped shape my practical understanding of how the financial world really works. This led to myself joining Cottons Financial Planning as a Financial Adviser and after six years with them, I founded Locks Edge Wealth Management with the aim of providing a more personal and client-focused approach to financial advice. Having spent many years working closely with clients, I saw first hand the value of clear, balanced guidance and the reassurance that comes from building a long-term relationship with an adviser who truly understands a client’s goals and circumstances.
About
Locks Edge Wealth Management works with individuals and families at different stages of their financial journey - from first-time buyers taking their initial steps onto the property ladder, to those focused on investing for the future and planning for a secure and comfortable retirement. By taking the time to understand each client’s priorities, concerns, and ambitions, I am able to deliver tailored advice that is practical, transparent, and aligned with their longterm objectives.
Looking ahead, my goal is to continue growing the business in a sustainable way while maintaining the high standard of service my clients expect. I am committed to building lasting relationships, adapting advice as circumstances change, and ensuring that every client feels confident, informed, and supported in their financial decisions -both now and in the years to come.
The value of your investment with St. James's Place is directly linked to the performance of the funds you select, and as such, it may decrease as well as increase in value. Consequently, you may receive back less than the amount you originally 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
