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We help people like you:
– Understand what shape your finances are in
– Discover how much money you’ll have in the future
– Know that what you want to achieve is possible
– Gain peace of mind for you and your family
Plan for the life you want with Wealth Matters
Feel in control
The first step is to get to grips with your money and know exactly what your financial picture looks like.
Know what you want
What are your plans for the future? You do the dreams – and we’ll do our best to make it all possible.
Gain peace of mind
Armed with a financial plan, you can live your life to the full, safe in the knowledge that you won’t run out of money.
We don't just care about money,
we care about you.
At Wealth Matters, we understand that looking after your finances can be complex and time-consuming. That’s why we’re here. Our aim is to make it all easier and help you plan for the future you want, not the one you think you can afford – something we’ve been doing for clients since 1999.
2022 Exam Successes
Here at Wealth Matters, one of our core values is having a growth mindset. It is something we nurture in our staff and encourage opportunities when we see them.
2022 was a very positive year for our staff with 6 of our Team passing a total of 12 exams.
We are proud to share with you that Bruce Nash passed his CF8 Long Term Care insurance exam with the CII. Katherine and Carmen both passed their Level 7 Diploma in Advanced Financial Planning. Bruce Hallman passed his CFA UK Level 4 Certificate in Investment Management. Cameron passed R01: Financial Services, Regulation & Ethics, R02: Investment Principles and Risk, R03: Personal Taxation, R04: Pensions and Retirement Planning, R06: Financial Planning Practice and Thusha passed her R03: Personal Taxation, R06: Financial Planning Practice, J09: Paraplanning.
We are excited that our Teams’ successes help deliver a better service for our clients.
What we do
Our first step is to get to know you, what you want from life, and what concerns you have about your future.
We’ll create a plan to help you achieve your goals. Then we’ll get everything up and running.
As you get on with life, we’ll regularly review your plans to make sure you stay on track.
We Need To Talk About Inheritance Tax
Many people fall into the trap of thinking that they’re not wealthy enough to worry about Inheritance Tax (IHT). But it’s a situation that’s catching out many families – from all different walks of life.
At Wealth Matters, we don’t want to see that happen. That’s why we’ve produced this simple guide to help you understand if your estate falls into IHT territory. And if it does, what you can do to pass more of it on to your loved ones – and less of it to the taxman.
Why we’re different
Dedicated team
Nothing is too much trouble at Wealth Matters – and you’ll feel that from day one. Our highly qualified, expert team understands that everyone’s needs are different. We go above and beyond to bring you the very best service.
Inspired approach
When it comes to investing, we always think outside the box to find you the best options. Thanks to our unique WRAPS™ system you can be sure of a diversified portfolio and never more risk than you’re comfortable with.
Peace of mind
When you work with Wealth Matters you’re not joining one of the best, you’re joining the best of the best! Everything we do is at the highest level and designed to help you achieve great results and get the most out of life.
