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:
Our financial planners:
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Julian Gilbert |
Paul Cleworth |
Bruce Nash |
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abcdOur paraplanners:
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Jo ScottParadviser |
Kevin SmithParaplanner |
Dawn Ashworth
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Vivien AshworthAssociate director & office manager |
Christine DanielsOffice administrator |
Lucy MallettOffice administrator |
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abcdOur specialists:
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Marcos KallouWill writer |
Steve Alcock
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