You’ve worked hard to grow your personal wealth, whether that’s from building a business, growing your investments or a successful career. Now, to maintain your financial peace of mind, robust planning is essential to grow and protect that wealth in the future.
Whether you are looking for support with financial planning, helping you on your journey, wealth preservation or planning for later life, our team of highly qualified financial planners can help you achieve your life goals and financial ambitions.
Hear From Our Clients
Our clients are at the heart of everything we do. Whether you’re planning for retirement, or a contractor trying to make sense of things, or a business owner planning for succession, our job is to make yours ten times easier.
But don’t just take our word for it – our clients can tell you about it themselves. We asked a handful of them about their experience working with Wealth Matters over the years.
Planning for Retirement
Retirement is one of the biggest lifestyle shifts you’ll experience in your life. It’s important to plan judiciously, as early as possible, to allow you to sustain your lifestyle and achieve your financial goals.
Running your own business can be hugely rewarding, but competing demands for your time can mean that planning your financial future keeps slipping down your list of priorities.
Freelancers & Contractors
Wealth Matters specialises in working with contractors, freelancers and interim managers. We offer independent financial advice and guidance to help you make smart choices with your money.
“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!”
Fred Weil, client