Julian has provided a very comprehensive plan for both the pensions I had accrued in previous employments and for my pension and other savings going forward. His advice and guidance on what I would need for my retirement and how I could achieve that are invaluable. Julian and his team are in regular contact with me and we have a thorough review every 1-2 years, as my circumstances (and the state retirement age!) are changing. Julian and his team allow me to feel in control of my own plans and I have the confidence of being supported by his professional expertise and his enthusiasm and commitment to Pensions and Financial planning.
Teresa was a contractor working for her own limited company when she came to work with Wealth Matters. She lives in Bedfordshire.
Julian and his team allow me to feel in control of my own plans