June2026 Newsletter

Looking back to June

As we move into the summer months and enjoy some welcome sunshine, it feels like a good opportunity to reflect on another busy and rewarding period at Wealth Matters.

This edition covers a lot of ground - from investment insights and estate planning to team celebrations and a charity partnership that continues to mean a great deal to us all.

In this edition, we share highlights from our latest WRAPS Bulletin, exploring what a century of market data can teach us about long-term investing and why diversification remains the cornerstone of the WRAPS+ approach. We also look back on our recent Quarterly Training Day at Rothamsted Conference Centre - a day of learning, celebration and well-earned time together as a team.

Our ongoing partnership with Oracle Head & Neck Cancer UK also features this month - a cause that holds deep personal significance for our founder, Julian Gilbert - alongside an important piece from Carmen Bacaoanu on why trusts and estate planning may become even more important from April 2027.

This edition also shines a spotlight on Kate Gruszecka, whose warmth and dedication help ensure every client feels welcome from the very first interaction. And, of course, things round off with the latest instalment of Dog Tales - including some very welcome news about Toby’s remarkable recovery.

We hope you enjoy this month’s updates.