How we operate

Wealth Matters are boutique financial strategists. We are predominantly a fee-based practice of financial planners. This means that our charges are completely transparent and our advice is totally impartial. We believe that this enables us to build long term trusting relationships with our clients, and provide on-going service and regular communication. It also means that we are not swayed in our advice by differing commission levels that different product providers offer us.

• We are not owned by any institution so we work for our clients.
• We have been in business since 1999
• we have a team of highly qualified specialists that all play a role in delivering the best advice available to our clients.
• We provide clients with comprehensive financial planning
• We provide regulated investment advice to supplement strategic financial plans
• The firm is authorised and regulated by the Financial Services Authority (FSA)
• You will see the same faces here year in and year out
• We offer a cost and obligation free first appointment.

Click here to find out What is Financial Planning?

....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.