Our People

Julian Gilbert	Julian has worked in financial services as an adviser since 1999. He joined the industry working as a tied agent and is now an independent financial adviser. He has attained Certificates in Financial Advice one, two and three (CeFA exams), has his certificate in mortgage advice and practice (CeMAP) and has passed the Chartered Insurance Institute Savings and Investment exam. Julian has a 2(i) degree in business administration, and is the driving force behind Wealth Matters. Julian is qualified to advise in all areas of financial planning and specialises in pension planning and investment advice. Read Resume
Paul Cleworth	Paul also started out as an adviser with Canada Life in September 2000, and then became a fully independent financial adviser in April 2001. He has attained Certificates in Financial Advice one, two and three (CeFA Exams, has Certificate in Mortgage Advice and Practice (CeMAP) and has passed the Chartered Insurance Institute Pensions Exam J04. Paul is qualified to advise in all areas of financial planning and specialises in pension planning, investment advice and inheritance tax planning. Read Resume
Bruce Nash	After graduating with honours from Portsmouth University in Civil Engineering, Bruce gained experience in corporate management and consulting before becoming a fully qualified independent financial adviser in 2000. He has passes with merit/distinction in CeFA one, two and three and a distinction in the certificate of mortgage advice and planning (CeMAP). Bruce is qualified to give advice in all areas of financial planning, but is the companies mortgage and property specialist. Read Resume
Deborah Caulfield	Deborah began working within the financial industry in 1988. Before joining Wealth Matters, she gained a wide range of experience with Lloyds TSB across both personal and business sectors before moving on to Bradford & Bingley. Debs passed all the relevant modules to attain her Certificates in Financial Services and Practice through the Chartered Institute of Bankers in 1999. She went on to attain full CeMAP qualifications in 2001 to enable her to offer advice on all aspects of mortgage business. Read Resume
Vivien Powell	Vivien is our Office Manager. She joined the company in May 2006. She has worked for over 25 years in the financial services industry and has brought with her a wealth of industry experience and professional customer service. Vivien is currently studying towards her Financial Planning Certificate. Vivien is the back bone to the Wealth Matters administration team. She overseas the office administrators and reviews all office processes and back office systems. Vivien has a thorough understanding of all the required compliance procedures and office protocols. Read Resume
Dawn Ashworth	Dawn joined the company as an office administrator in November 2006. Whilst being relatively new to financial services, Dawn has progressed to become a Trainee Paraplanner and has already started attaining industry exam qualifications. She is a quick learner and has good attention to detail. Dawn is a very capable report writer and has a solid understanding of pensions, savings and investments. She is partiularly competent on computers and is very knowledgable on our back office software and systems. Read Resume
Kevin Smith	Kevin joined the company in January 2008 as a para-planner. He has worked in the financial services industry for the last 12 years and currently holds the full Financial Planning Certificate. He is presently studying towards gaining Advanced Financial Planning Certificate. Kevin is particularly competent in the subject of pensions - both personal and occupational. As well as preparing client reports and submitting business, Kevin also assists with portfolio and fund analysis for our unique investment proposition - WRAPS™ Read Resume

....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.