Our Solutions

Click on the solution you are interested in for further information:

Retirement Planning Service
Savings and Investments Service
Insurance and Protection Service
Inheritance Tax Planning Service
Will Writing Service
Tax Planning Service
Mortgages

Our first job is to help you preserve your current wealth

We aim to achieve this by considering the following: -

Life cover, against premature death.
Health Insurance, to protect your wealth against ill health.
Trust planning.
Inheritance Tax Planning.

Our next job is to help you generate wealth

There are a number of different investments that could help you reach your goals: It could be equities (stocks and shares), buy-to-let property, commercial property, bonds, fixed interest investments or pensions. It may be a combination of some or all of these. Your risk profile will always dictate what may be suitable.
We will analyse your current assets, to ensure that they mirror your attitude to risk, using computer modeling programs.

The consultants at Wealth Matters are experienced investors

In line with your attitude to risk and need for income, capital growth, or both, we will build a diverse investment portfolio, using trusted fund managers who we expect to add value in the long term. We try and think “outside the box” for your long term benefit.

We are experts in property investment. Whether a buy-to-let or holiday home in the UK, or an overseas property, we can give you constructive advice. Our advisers have built up impressive portfolios themselves and can pass on the benefit of their expert knowledge to help you do the same. We have professional contacts who offer exclusive investment options that are not available elsewhere.

We passionately care about customer service. Many companies now use call centres, sometimes located offshore. We believe that our clients should always have a point of contact available every working day. We can only expect our customers to stay loyal to us, if we look after them. We have a strong, well trained administration team to back up the advice we give and who help process the policies we recommend.

Your home or property may be repossessed if you do not keep up repayments on your mortgage.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The FSA does not regulate taxation and trust advice, and some aspects of buy to let mortgages, commercial mortgages and overseas mortgages.