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
Our paraplanners
Our support team
Our specialists

Our financial planners:
Julian Gilbert	Paul Cleworth	Bruce Nash

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abcd Our paraplanners:
Jo Scott Paradviser	Kevin Smith Paraplanner	Dawn Ashworth Paraplanner
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Our support team:
Vivien Ashworth Associate director & office manager	Christine Daniels Office administrator	Lucy Mallett Office administrator
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abcd Our specialists:
Marcos Kallou Will writer	Steve Alcock Mortgage adviser

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