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A wealth of resources

This is where you can keep up to date with everything we’re doing at Wealth Matters and gain valuable insights into what’s happening in the financial world.

If you want to know more about financial planning, estate planning or investing, take a look at our videos or download one of our useful guides.

And if there’s anything you need to know that you can’t find here, get in touch and we’ll do our best to help you.

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Retiring with purpose is the key to mental wellbeing

Here at Wealth Matters, our priority is working with our clients to help them achieve financial freedom. It’s a noble … Continued

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What we do to lift our spirits at Wealth Matters

Every one of us has something that we turn to when we’re in need of a mood boost. Whether it’s … Continued

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A day in the life of our Great Missenden Office

Our team is always hard at work behind the scenes getting our clients’ plans into motion. But have you ever … Continued

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How much money do I need to retire?

One of the questions we commonly get asked when we start working with somebody is “how much money will I … Continued

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Sharing learning: how we succeed as a team

Last month, Katherine, Frankie, Bruce Nash and Cameron delivered a presentation to a business mastermind group on how to grow, … Continued

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What happens when I die? Wills and Inheritance Tax explained

Navigating the intricacies of Wills and Inheritance Tax (IHT) can be a daunting task, especially in the emotionally charged aftermath … Continued

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Why should I have a Bucket List?

When we put together your financial plan (and indeed when we review it annually), we ask you to consider the … Continued

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Our Latest Book Recommendation for World Book Day

We love a good book here at Wealth Matters. Between us all, we probably have every genre covered. However, as … Continued

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Katherine Pautard: the Latest Member of the CISI Financial Planning Forum

One of the things that we pride ourselves on at Wealth Matters is our commitment to ongoing growth and collaboration. … Continued

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Our Staff Recognition Awards

We recently presented our 2023 Staff Awards, in recognition of the team’s hard work last year. We would like to … Continued

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