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Face the future with confidence

Financial planning for total peace of mind

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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.

  • Solidus - Achievement of Excellence for Estate Planning
  • Women in Finance Charter
  • New Model Adviser - Top 100
  • CISI - Accredited Financial Planning Firm

What we do

1
Discover

Our first step is to get to know you, what you want from life, and what concerns you have about your future.

2
Plan

We’ll create a plan to help you achieve your goals. Then we’ll get everything up and running.

3
Review

As you get on with life, we’ll regularly review your plans to make sure you stay on track.

The key difference in Wealth Matters' approach is that they listen to your goals, develop a plan that suits you, and get you to where you want to be. We’d have no hesitation whatsoever in recommending them, and would like to say thank you.
Paul and Pauline Woodroffe
We are very pleased with the service provided by Wealth Matters. They have given good advice on self-invested pensions and savings investments. We get regular clear reports and the whole team is always a pleasure to work with.
David and Mary Fisher
I have worked with Wealth Matters for nearly 20 years and now consider my adviser as a valued friend. They are a truly independent firm and have looked after our investments in an ethical and principled manner for all that time.
Alan Brooks

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.

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