What our clients say
My pension, ISA and general investment portfolios had built up over the years with a number of differing financial providers. The investment approach was random, disorganised and unscientific, so I asked Wealth Matters to help reorganise my investments to enable me to plan an optimal solution for my future financial needs.
I am very pleased with the results. I now have a solution which provides me with a low cost diversified portfolio, tailored to my risk profile, whilst seeking market returns. The up to date technology used by Wealth Matters and their choice of platform enables me to easily access and review my investments, plus Wealth Matters have their own state of the art systems to analyse and report on investment performance.
The client service and attention is very responsive and I now feel well placed and confident that I will be able to plan with Wealth Matters for my future financial needs and achieve a successful outcome.
Anthony Rossdale, Finance Director
As a freelance contractor with several pre-existing pension funds that stemmed from previous employment, I wanted advice and guidance on how best to invest these and to speak to a true pension advisor who would be able to recommend how much I needed to save and how I should best invest my existing funds.
"With Wealth Matters I feel that at last I am getting true expertise and advice and I feel in control of my own pension and investment future. I'm happier that freelancing is benefitting my retirement rather than worrying about what the future would hold."
Teresa Trangmar, IT Contractor
Wealth Matters took over our finances five years ago and quickly re-organised our endowment-based portfolio. I have little interest in the financial markets and am able to completely trust their advice, safe in the knowledge that our financial future will be secure.
"When we expanded our business and needed to limit our pension contributions they pointed out the pitfalls but were realistic enough to understand our position and work around/within this."
Paul Riley, Business owner
To get my money out of my Equitable Life pension, I was facing a penalty of 20% of the fund value. Thanks to advice and help from Wealth Matters, the penalty dropped to zero, saving me tens of thousands of pounds."
Carl French, Business owner
Since Wealth Matters have been looking after my pension and investments, both have gone from strength to strength. I am regularly informed on progress - with updates and options ensuring the best returns - ensuring my money is working hard for me.
"Their newsletters and seminars are very informative and presented in such a way that even I can understand them."
Nigel Grayer, Business owner
I've used Wealth Matters for both my personal and dental practice financial advice for the last 5 years. Their professional advice was originally used solely for personal mortgage and pension matters. Due to the excellent service received this was extended to include advice and financial planning when purchasing my dental practice. Wealth Matters liaised personally with my bank to facilitate a seamless acquisition. The friendly and skilled personnel have always been available to deal with any requests promptly and efficiently. I would recommend Wealth Matters to any dental practitioner needing professional expert advice and guidance. Their service is exceptional and the financial advice received to date has been invaluable."
Gary Fossey, Dentist, Complete Dental Windsor
I have had no hesitation in recommending Wealth Matters’ services to friends, family and associates given their excellent service, enthusiasm for addressing your financial needs and professional manner in which they see through requests."
Laurence Dale – Contractor and Director Celerity Mobile Ltd
Never have I experienced such fast responding excellent customer service, particularly from an IFA. Wealth Matters are in a class of their own. I have everything now consolidated under one roof including frozen pensions, critical life cover and ISA's. Simply brilliant!"
Darren Fell Founder and MD of Crunch.co.uk
I was referred to Wealth Matters by a friend in Chambers and have been grateful to him ever since. The service that Paul Cleworth and his colleagues has offered me has been no-nonsense, friendly and highly responsive to my needs. I like any busy practitioner spend all of my time solving other people's legal problems and hardly ever get time to look at or resolve my own financial issues. At Wealth Matters I have found that their hard working ethos fits in very well with the demands of my work. I would heartedly recommend Wealth Matters to anyone who needs financial advice"
Sam Stein QC
Thank you for the excellent management of my pension fund; over the last five years. I am delighted that as a result I am able to draw my pension three years earlier than originally planned and this has resulted in my being able to adjust my work life balance to give me more leisure time."
Fred Weil, Director, InfoIQ Limited
Wealth Matters have provided me with personal financial advice for a number of years, expertly guiding me through the minefield of mortgages and pensions! I am more than happy to recommend them in their professional capacity.”
I have been working with the Wealth Matters team for the past 5 or 6 years. They have been extremely pro-active going the extra mile to offer innovative financial products, staying ahead of market trends and offering a personalised service tailored to my specific requirements. A truly entrepreneurial company, arranging seminars on a range of subjects, they are acutely aware of the issues encountered by contractors and small business owners and I would highly recommend their services to anyone seeking pensions, mortgage or investment advice.”
I've met loads of IFAs, but most of them are 90% salesman : 10% advisor. In contrast, Wealth Matters understand how SME owners operate, account for their results, get taxed and exit (or die). The value of this shouldn't be underestimated - Wealth Matters are naturally sympathetic and understand businesses because they are one themselves. I have no hesitation in recommending them.”
Derek Blair, Owner, Pinkham Blair
I hired Wealth Matters to deal with both investments and mortgage advice on a number of occasions. They have always managed to find tax-efficient and innovative solutions to our financial services needs, no matter how complex the task.”
Wealth Matters are so easy to do business with. When I was first intorduced to them, I had some serious issues concerning a number of financial arrangements. They resolved them all in a thoroughly professional manner. I would have no hesitation in recommending Wealth Matters to anyone who is looking for an IFA.”
Jeremy Jacobs, Speaker & Presenter