Wealth Matters, Financial Planners, IFA Luton, Bedfordshire, Harpenden, Hertfordshire
11 March 2010
 
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Financial Planning for Barristers


Removing the stress from financial planning…

 Financial Planning for Barristers

At Wealth Matters we believe that holistic financial planning and advice can add significant value to barristers. It is because of this belief that we provide a specific barrister service designed to create real value for our barrister clients. We have been working with barristers for over seven years now.


It can often feel like a real chore to sort out your finances – nobody really likes filling out forms and we completely understand that many financial products in themselves can appear quite dull. Having been reading all day, the last thing you want to do is pour over pension policies.


However, planning for your financial future is important and working with the right advisers can alleviate your concerns. We aim to remove the stress that money worries can bring, by doing all the leg work for you, helping you understand all of your options and then giving you trustworthy and completely impartial advice to help you on your way towards financial freedom.


Financial Planning for Barristers

Financial matters that we can help you with:

Financial Product:

Better known as:

 Pensions

 Savings and Investments

 School Fees planning

 Income Protection

 Life insurance & Critical Illness Cover

 Mortgages

 Inheritance Tax Planning

 Will writing

 Saving, tax efficiently, for your retirement

 Investing wisely for your future

 Giving your children the best education

 Protecting agains loss of income

 Covering the what if’s and contingencies

 Buying or remortgaging your home

 Protecting your wealth from the tax man

 Right money >Right hands > Right time.

Frequently asked questions:

 How much can I pay into a pension?

 What happens if I become ill or am injured? Can I insure against this?

 My income fluctuates hugely. Can I get a mortgage?

 How should I save every month for my tax bill?

 How can I best save for the future?

 What products should I use and how much us enough?


Financial Planning for Barristers


Sam Stein QC "I was referred to Wealth Matters by a friend in Chambers and have been grateful to him ever since. The service that Paul Cleworth and his colleagues has offered me has been no-nonsense, friendly and highly responsive to my needs. I like any busy practitioner spend all of my time solving other people's legal problems and hardly ever get time to look at or resolve my own financial issues. At Wealth Matters I have found that their hard working ethos fits in very well with the demands of my work. I would heartedly recommend Wealth Matters to anyone who needs financial advice" 


 

Speak to Wealth Matters and we will help you devise your financial plan, giving you peace of mind.


Click to see Wealth Matters Barrister Service Proposition

 

Click to see Waelth Matters Barrister Case Study

 

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....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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Organisations we are members of

Our Partners and Affiliates

 Institute of Financial Planning  The Chartered Insurance Institute  The Personal Finance Society  Entier Associates  PCG Affiliate  Crunch  Freelance Adviser

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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