The Wealth Matters team

The team at Wealth Matters are all committed to providing excellent service to our clients.

See below for details of our financial planners, our paraplanners and our support team:

Financial planners
Our paraplanners
Our support team

Our financial planners:
Julian Gilbert	Paul Cleworth	Mike Shaw

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Bruce Nash	Jonathan Cleworth

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abcd Our specialists:
Marcos Kallou Will writer	Steve Alcock Mortgage Adviser	Dawn Ashworth Paraplanner	Kevin Smith Paraplanner

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Our support team:
Vivien Powell Associate director & office manager	Karen Stanbridge Sales Support Manager

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