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Wealth Management, Planning Retirement Pensions and Financial Planning Consultants - Wealth Matters
Monday, January 05, 2009 Case Studies

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Case Studies


Here are some case studies of clients that we have provided a service for


The Business Owner

The IT Contractor

The Investment Banker

The Barrister


The advice given in these case studies may not be suitable in all circumstances.

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

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Useful calculators to analyze financial planning, tax planning, investments and savings

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Interesting Readings on wealth management, financial tax planning, trust planning, pension planning and tax saving investments

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Our Affiliates:

Institute of Financial Planners The Chartered Insurance Institute The Personal Finance Society  Entier Associates

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Wealth Matters Ltd is authorised and regulated by the Financial Services Authority
 We are entered on the FSA Register No 300635 at www.fsa.gov.uk/register
Registered in England No. 3862593

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