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The Wealth Matters teamThe 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:

 

Our financial planners:

 

Julian Gilbert


Paul Cleworth


Mike Shaw


Julian Gilbert
Paul Cleworth
Mike Shaw
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Bruce Nash

Jonathan Cleworth

Bruce Nash Jonathan Cleworth
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Our specialists:

 

Marcos Kallou

Will writer


Steve Alcock
Mortgage Adviser


Dawn Ashworth
Paraplanner


Kevin Smith

Paraplanner

Marcos Kallou
Steve Alcock
Dawn Ashworth
Kevin Smith
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Our support team:

 

Vivien Powell

Associate director & office manager


Karen Stanbridge

Sales Support Manager



Vivien Powell
Karen Stanbridge


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