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Meet Our Team

Our team has some of the most qualified financial planners and paraplanners in the UK. What really sets us apart is our approach. We know the financial world can be difficult to understand – and filled with jargon. We aim to keep it all simple, so you can feel confident and in control.

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.

Julian Gilbert

Founder and Director

Certified Financial Planner
Chartered Wealth Manager
Chartered Fellow (Financial Planning)

Bruce Nash

Director

Certified Financial Planner

Chartered Wealth Manager
Chartered Fellow (Financial Planning)

 

Katherine Pautard CFP™ Chartered MCSI

Partner

Certified Independent Financial Planner

Chris James

Chartered Financial Planner



Cameron McKay

Independent Financial Planner



Frankie Case

Business Manager



David Hedgcombe

Executive Assistant



Carmen Bacaoanu CFP™ Chartered MCSI

Head of Paraplanning

CISI Level 7 Diploma in Advanced Financial Planning

Bruce Hallman

Head of Investment Planning



Rachel Ruston

Paraplanner



Thusha Thurairatnam

Paraplanner

CISI Level 7 Certificate in Advanced Financial Planning

Christine Daniels

Head of Office



Kate Gruszecka

Office Co-Ordinator



Debbie Pacey

Client Relationship Manager



Alison Howe

Client Relationship Manager



Katie Whitley

Client Relationship Manager



Toby

Morale Officer



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