A warm welcome to clients joining us from Porta Wealth Management

Following the recent changes at Porta Wealth Management, I’d like to personally welcome you to Elmstone Financial Planning.

You may have received a letter from St. James’s Place explaining that Porta Wealth Management are no longer an appointed representative of St. James’s Place. As a result, I have been appointed as your new adviser and I’m here to ensure that you continue to receive high-quality, proactive financial advice and support.

I understand that changes like this can feel unexpected, especially when your financial affairs are involved, and I want to reassure you that you are in experienced and capable hands.

I’m Matt Cross, a Chartered Financial Planner and founder of Elmstone Financial Planning, a Partner Practice of St. James’s Place. I’ve been at St. James’s Place for over 12 years and specialise in supporting high net worth individuals and families with their long-term planning, investments, and legacy goals.

At Elmstone, our service is built on three core values: personal relationship, expert advice, and long term commitment. Whether you’re already clear on your goals or would value a full review of your current position, I’d be delighted to meet you and learn more about how we can support you going forward.

What Happens Next?

• Your existing investments remain securely held with St. James’s Place — there is no change to your portfolios, income or contributions.

• I will be in touch personally to arrange an initial meeting, but if you’d like to speak sooner, you can get in touch directly using the meeting button below.