Financial planning for total peace of mind

Face the future with confidence

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Helping our clients for over 25 years

We’ve been helping clients achieve financial freedom since 1999. Julian Gilbert set up the company because he was dissatisfied by the alternatives on offer and felt passionately about doing right by clients.

That ethos has grown with us into the thriving business we are today, providing bespoke financial planning solutions for our client base of professionals, freelance contractors, business owners, and many more besides.

LEARN MORE ABOUT WHO WE WORK WITH
LEARN MORE ABOUT WHO WE WORK WITH

Plan for the life you want with
Wealth Matters

  • A man in a blue striped shirt is seated at a table with others, engaging in conversation in a formal dining setting with glasses and tableware.

    Feel in control

    The first step is to get to grips with your money and know exactly what your financial picture looks like.

  • Man in a dark suit giving a presentation at a conference or event with a large screen behind him displaying the words 'Market Up and Retirement Planning.' Audience members are seated at tables with food and drinks.

    Know what you want

    What are your plans for the future? You do the dreams – and we’ll do our best to make it all possible.

  • A climber in orange jacket, red helmet, and sunglasses holding an ice axe standing on snowy mountain summit with snow-capped peaks in the background.

    Gain peace of mind

    Armed with a financial plan, you can live your life to the full, safe in the knowledge that you won’t run out of money.

We help people like you:

✔ Understand what shape your finances are in

✔ Discover how much money you’ll have in the future

✔ Know that what you want to achieve is possible

✔ Gain peace of mind for you and your family

We don’t just care about money, we care about you.

At Wealth Matters, we understand that looking after your finances can be complex and time-consuming. That’s why we’re here. Our aim is to make it all easier and help you plan for the future you want, not the one you think you can afford – something we’ve been doing for clients since 1999.

CISI logo with a lion and text stating 'Chartered Institute for Securities & Investment' and 'Accredited Financial Planning Firm' on a brown background.
Solidus 2023 Achievement of Excellence for Estate Planning
Citywire logo with text indicating a 2024 winner for the New Model Adviser Awards.
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Colorful handwritten text reading 'TOP 100 2023' in orange, blue, and black, with the words 'NEW MODEL ADVISER' and the logo 'CITYWIRE' in black and orange, on a cream background

What we do

  • A man in glasses and a dark suit smiling while speaking with others at a dinner or meeting.

    Step 1: Discover

    Our first step is to get to know you, what you want from life, and what concerns you have about your future.

  • A woman smiling while crawling through a wooden and metal tunnel in an outdoor setting with wood chips on the ground.

    Step 2: Plan

    We’ll create a plan to help you achieve your goals. Then we’ll get everything up and running.

  • A man presenting at a conference, standing by a screen displaying a slide titled 'Market Update and Retirement Planning for Inflation,' with audience members seated at tables.

    Step 3: Review

    As you get on with life, we’ll regularly review your plans to make sure you stay on track.

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  • A man and woman smiling outdoors, with the woman holding a microphone towards the man. They are both wearing sunglasses and standing in front of a garden with statues and trees.

    “They listen to your goals, develop a plan that suits you, and get you to where you want to be”

    The key difference in Wealth Matters’ approach is that they listen to your goals, develop a plan that suits you, and get you to where you want to be. We’d have no hesitation whatsoever in recommending them, and would like to say thank you.

  • A man and an older woman stand outdoors with a garden and a brick wall in the background. The woman is speaking, gesturing with her hands, and the man is smiling.

    “They have given good advice on self-invested pensions and savings investments.”

    We are very pleased with the service provided by Wealth Matters. They have given good advice on self-invested pensions and savings investments. We get regular clear reports and the whole team is always a pleasure to work with.

  • A smiling elderly man with white hair standing outdoors in a park or garden setting, wearing a beige blazer over a light pink shirt.

    “I have worked with Wealth Matters for nearly 20 years and now consider my adviser as a valued friend. “

    I have worked with Wealth Matters for nearly 20 years and now consider my adviser as a valued friend. They are a truly independent firm and have looked after our investments in an ethical and principled manner for all that time.

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We Need To Talk About Inheritance Tax

Many people fall into the trap of thinking that they’re not wealthy enough to worry about Inheritance Tax (IHT). But it’s a situation that’s catching out many families – from all different walks of life.

At Wealth Matters, we don’t want to see that happen. That’s why we’ve produced this simple guide to help you understand if your estate falls into IHT territory. And if it does, what you can do to pass more of it on to your loved ones – and less of it to the taxman.

Get the guide
Get the guide

Why we’re different

  • Group of people celebrating with raised hands, smiling, in a conference room with a wooden paneled wall and a large digital screen behind them.

    Dedicated team

    Nothing is too much trouble at Wealth Matters – and you’ll feel that from day one. Our highly qualified, expert team understands that everyone’s needs are different. We go above and beyond to bring you the very best service.

    Find out more
  • A man in a suit giving a presentation to an audience in a formal room with gold curtains and decorated walls. A large screen behind him displays the title 'Market and Retirement Planning for Inflation.' The audience is seated at tables with plates of food and numbered signs.

    Inspired approach

    When it comes to investing, we always think outside the box to find you the best options. Thanks to our unique WRAPS™ system you can be sure of a diversified portfolio and never more risk than you’re comfortable with.

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  • A man with glasses and a woman are outdoors looking at a purple folder with the word 'Matters' on it. They appear to be engaged in a conversation, with a historic stone building in the background.

    Peace of mind

    When you work with Wealth Matters you’re not joining one of the best, you’re joining the best of the best! Everything we do is at the highest level and designed to help you achieve great results and get the most out of life.

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