Questions you may want to ask ...
In our experience, when clients first come to see us, these are the questions they want answers to:
- What is financial planing exactly? What are you going to do for me?
- How can i be sure you are professional, trustworthy and competent?
- Are you experienced at dealing with other people like me?
- Do you have client testimonials I can see?
- How much will it cost?
Financial Planning is an organised and structured process. If the process is strictly followed, the chances of meeting your objectives and achieving financial independence will be considerably improved.
This process is described fully here ... The purpose of financial planning>>
The majority of Wealth Matters advisers are graduates. They are qualified above and beyond the basic needs of the industry; most are qualified to the Chartered Insurance Institute Diploma level. All our administration team have served in our industry for many years and the vast majority have industry qualifications. Every member of our team has a training and qualification work game plan.
Wealth Matters is a firm of independent financial planners, not product sellers. We are paid for all investment work on a fees basis, we do not take any commission. This ensures no bias in the products that we recommend. By charging fees on an on-going basis, 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.
For more information about what makes us different, see 'What makes us different'>>
For details of the qualifications of our key staff, please see 'The Wealth Matters Team'>>
We are very experienced at dealing with the following types of people:
- Contractors and freelancers - more information>>
- Business owners - more information>>
- Professionals (such as Barristers and Dentists) - more information>>
Yes we do. Please feel free to read through and decide for yourself how well we achieve our clients' objectives. See our testimonials here>>
We are a fee based practice and have been for over 5 years. We do not receive commission on investment products. The fee that we charge will depend upon the amount of work that is required to produce a financial plan and review your finances, along with the amount that you invest with us. Our fees are transparent and at our first meeting, we will give you a confirmed cost for working with us.