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 holds the Diploma in Financial Services and is a graduate with an English Literature degree while Esther, who also holds the Diploma in Financial Services, also bring considerable technical experience having worked as a para-planner in her earlier career. Added to which all the Para-planners at Wealth Matters are qualified to Diploma level or studying towards their qualification.
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.