What makes us different
Wealth Matters is a firm of independent financial planners, not product sellers.
Rather than being transactional, we are consultative, which means we work closely with our clients to help them achieve their financial goals, in a way which minimises conflicts of interest. We aim to build a long-term relationship with you, so that we continuously improve our ability to see the world from your point of view.
- We pride ourselves on giving holistic advice and providing positive solutions to your financial problems
- We are adaptive to different clients needs as we realise that every person is different
- We focus on service and communication: a minimum of 12 points of contact each year
- We offer a unique investment system called WRAPS™ - the Wealth Matters risk-assessed performance system
- We work closely with accountants, solicitors and will writers and can recommend high-quality professional firms that share our ethos to deliver a complete wealth-management solution.
What our clients say...