Our team has some of the most qualified financial planners in the UK. Julian and Bruce, our principal financial advisers, are both Certified Financial Planners and Chartered Wealth Managers. Just so you know that you're in safe hands, Wealth Matters is one of only 65 Accredited Financial Planning firms in the UK and has been voted a top 100 Financial Planning Firm for 4 out of the last 6 years by New Model Adviser.
Services
At Wealth Matters, we believe that everyone deserves financial peace of mind. So whether you run your own business, work freelance or are thinking about retirement, we're here to help. We know you're busy. So it's no surprise if looking after your personal finances often slips down your list of priorities.
Everyone wants something different out of life. We understand that, so we steer clear of off-the-shelf financial solutions. Instead, we put our efforts into helping every one of our clients create a plan that's completely tailored to their individual needs. Our advice is delivered by a team of expert, highly qualified planners who can guide you through the complex world of investments, pensions and tax issues.
At Wealth Matters, our vision is to create a business that supports and encourages all people to thrive - both financially and personally. As part of that, we're fully committed to building a leadership team that promotes diversity and inclusion, and reflects the society we live in. It's one of the reasons we've signed up to HM Treasury's Women in Finance Charter.
Everything we do at Wealth Matters is geared towards helping you achieve financial freedom. So we take all of your ideas about what you'd like to do, then find a simple yet effective way to make them happen, leaving you with total peace of mind about the years ahead. We know you want to have the best lifestyle possible.
When it comes to managing your wealth, it's not really about cost, it's about value - because you can't put a price on getting the most out of life. Having said that, we understand you want to know how much we charge before you start working with us. We'd be the same. That's why we make sure our fees are laid out up front, so you know what you're dealing with from day one.
Reviews (7)
John Clapham
Dec 08, 2019
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I have been making investments with Wealthmatters for four years. Following an initial introduction to a representative of Wealthmatters I followed a structured process set up by Wealthmatters to determine my investment requirements. This involved completing a fact finding document followed by Wealthmatters issuing a report making investment recommendations to suit my requirements. I found this work process to be very useful as whilst following the process I learnt about several investment options available to me.
I made a series of investments following Wealthmatters over a period of time as
I made a series of investments following Wealthmatters over a period of time as
Phil Penney
Oct 09, 2019
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Bob Little
Dec 13, 2018
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For more than ten years, Julian Gilbert and his Wealth Matters team have been looking after our finances. Having met Julian at a business networking group, it took an initial leap of faith to trust that Wealth Matters would be able to do all that Julian said it could do. The value of that leap of faith has - so far at least - been ably proven. It was a bonus to discover, later, that Julian and I had attended the same school (though not at the same time). It also helped to discover that we had mutual interests - notably a love of cricket. Having taken our finances in hand, Julian and his team have
Paul Doherty
Sep 11, 2018
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Paul Woodroffe
Aug 31, 2018
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Stuart McMillan
Jul 31, 2018
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Bernard Rushton
Jul 03, 2018
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Excellent service, extremely helpful and especially attentive and understanding - most important when considering financial matters. I was able to consolidate a range of disparate investments into a lower-charging, coherent but flexible one which matches my needs. I would have no hesitation in recommending Wealth Matters, with a special thanks to Bruce Nash for all his hard work and guidance
