Us

Independent Financial Advice

When planning for your financial future you want to know that you are receiving expert advice and information that relate to your individual needs.

At Wealth Matters our team of experienced and highly qualified planners understand that every client has different requirements and we work hard to develop an investment plan that is bespoke to your needs.

Our experience in understanding complex tax issues and maintaining investments in volatile markets mean that you don’t need to be an expert to benefit from financial peace of mind!

 

The Wealth Matters Team

Financial planning can be filled with jargon and technical terminology– so making informed decisions could be a challenge. And we recognise this.

The team at Wealth Matters are amongst the most qualified financial planners in the UK and our aim is to help your decision-making as easy as possible.

Julian and Bruce, the principal Financial Advisers, are both Certified Financial Planners AND Chartered Wealth Managers, so are ideally placed to provide you with accurate and up to date advice, without the jargon. Joanne Scott holds the Diploma in Financial Services and is a graduate with an English Literature degree. Added to which all the Para-planners at Wealth Matters are qualified to Diploma level.

And if that was not enough Wealth Matters is one of only 76 Accredited Financial Planning firms in the UK, and has been voted a top 100 Financial Planning Firm for the last 3 years by New Model Adviser.

So there is no doubt, you are in safe hands with Wealth Matters.

 

 

Meet Our People

To say our people are our most valuable asset may be a cliché but that doesn’t mean it isn’t true.

Everything we do for you is down to the close-knit group of committed, highly-qualified, professionals who make up our financial planning team.

The company has three highly qualified, financial planners. One of these individuals will always be your adviser, assigned to supervise the implementation of your personal financial plan.

Additional planning resource is provided by paraplanners, client service managers and administrators. Together they form the powerful engine-room of Wealth Matters, ensuring that your financial plan is executed as it should be.

We also have, in-house, an investment team and affiliated specialists devoted respectively to will-writing and mortgage advice.

Julian Gilbert (Director)
Certified Financial Planner Chartered Wealth Manager
Bruce Nash
Certified Financial Planner Chartered Wealth Manager
Joanne Scott
Independent Financial Planner
Chloe Bullock
Client Service Manager
Esther Walker
Paraplanner
Mitesh Chandarana
Paraplanner
Vivien Ashworth
Associate Director and Office Manager
Christine Daniels
Office Administrator
Lucy Mallett
Office Administrator

 

 

Our commitment to you

We will act with integrity, honesty and openness in everything we do, with you, and for you

Ongoing support – when you require it. Financial planning is a movable feast. When issues arise you will have someone to call

You may have had fleeting relationships with financial advisers before, perhaps when setting up an ISA or similar. However our relationship will be different - this is a long-term partnership. Our team will be with you throughout the journey

Financial planning can be very technical. We promise not to bore you with jargon!

We will spend time and help you decide if working with Wealth Matters is right for you.

 

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