Testimonials - What people say about us
"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 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
Q.C.
"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 nothing, saving me ten's of thousands of pounds."
CARL FRENCH, Managing Director
Facture International
"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.”
April 20, 2009
Simon Houghton
“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.”
March 26, 2009
Andy Lyons
“I've met loads of IFA's, 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.”
November 27, 2008
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.”
November 24, 2008
David Plummer
“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.”
September 13, 2008
Jeremy Jacobs, Speaker & Presenter