Meet Our Team

Our team has some of the most qualified financial planners and paraplanners in the UK. What really sets us apart is our approach. We know the financial world can be difficult to understand – and filled with jargon. We aim to keep it all simple, so you can feel confident and in control.

Just so you know that you’re in safe hands, Wealth Matters is one of only 65 Accredited Financial Planning firms in the UK.

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    Julian Gilbert

    Founder and Director
    Certified Financial Planner
    Chartered Wealth Manager
    Chartered Fellow (Financial Planning)

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  • A smiling middle-aged man with glasses, wearing a white dress shirt, sitting on a wooden railing against a plain white background.

    Bruce Nash

    Partner
    Certified Financial Planner
    Chartered Wealth Manager
    Chartered Fellow (Financial Planning)

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  • A woman with long dark hair and makeup, wearing a gray top, smiling with a white background.

    Katherine Pautard CFP™ Chartered MCSI

    Partner

    Certified Independent Financial Planner

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  • Professional headshot of a man with short brown hair, blue eyes, wearing a dark suit jacket and a collared shirt, standing against a plain white background.

    Chris James APFS CertPFS (Securities)

    Chartered Financial Planner

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  • A smiling man with short, receding hair wearing a white button-up shirt, standing against a plain white wall with a wooden handrail beside him.

    Graham Dormer

    Independent Financial Planner

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  • A middle-aged man with short gray hair and blue eyes, wearing a white dress shirt, standing against a plain white background.

    Alistair Guy

    Chartered Financial Planner

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  • A woman with long, ombre hair and blue eyes stands in a well-lit, elegant room with floral curtains, a bedside lamp, a bed with white sheets, and a patterned rug.

    Frankie Case

    Chief Operations Officer

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  • A woman with long blonde hair wearing a black blazer and white shirt, smiling, leaning against a wooden handrail.

    Hayley Fitzsimmons

    Office Manager

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  • A middle-aged man with gray hair and beard, wearing glasses and a blue dress shirt, standing against a plain white background.

    David Hedgcombe

    Executive Assistant

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  • A woman with long, light brown hair wearing a black top and beige cardigan, taking a selfie in an office with a gray wall and a window with blinds behind her.

    Carmen Bacaoanu CFP™ Chartered MCSI

    Paraplanner

    CISI Level 7 Diploma in Advanced Financial Planning

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  • Portrait of a young man with short dark hair, glasses, wearing a white collared shirt, smiling slightly, against a plain white background.

    Bruce Hallman

    Head of Investment Planning

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  • A young woman with long brown hair, wearing a patterned headband and a white button-up shirt, smiling in front of a plain light-colored wall.

    Rachel Ruston

    Paraplanner

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  • A young woman with long black hair, wearing a black shirt and small earrings, smiling against a plain white background.

    Thusha Thurairatnam

    Paraplanner

    CISI Level 7 Certificate in Advanced Financial Planning

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  • Smiling woman with short blonde hair, wearing a black dress with pink floral pattern and a silver necklace, standing indoors.

    Christine Daniels

    Personal Assistant

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  • A woman with shoulder-length reddish-brown hair smiling, wearing a black blazer with colorful floral pins, sitting at a table near a window in an office setting.

    Kate Gruszecka

    Office Co-Ordinator

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  • A middle-aged woman with blonde hair and a short bob haircut, smiling, wearing a dark gray blazer over a pink blouse with a silver heart-shaped necklace, standing by a wooden handrail in a modern interior.

    Debbie Pacey

    Client Relationship Manager

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  • A woman with shoulder-length light brown hair, wearing glasses, a white top, and a blue blazer, smiling softly against a plain light background.

    Lindsey Wooder

    Client Relationship Manager

    CII Level 3 Certificate in Financial Services

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  • A smiling woman with blonde hair wearing a light pink sweater and a letter "M" necklace, standing in front of a sign that says "Welcome to We Matter".

    Melanie Webster

    Client Relationship Manager

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  • A man with a beard and short hair wearing a white dress shirt, smiling, against a plain light-colored wall.

    Chris Beckett

    Client Relationship Manager

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  • A woman with long brown hair, wearing a black top and a black and white polka dot jacket, standing against a plain white background.

    Amy Hayes

    Client Relationship Manager

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  • A small, light brown, curly-haired dog with long ears standing against a white background, casting a shadow.

    Toby

    Morale Officer

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Want to join us?

If you think you’d be a good fit for Wealth Matters, contact us to talk through your options. Whether you already have financial services experience or are looking to get started in this life-changing industry, we’d love to hear from you.

If you have any queries or would like to apply for the training programme, please email us at info@wealth-matters.co.uk.

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