BackA 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.
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
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
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
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
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
Painterly Paraplanners: an Interview with Carmen Bacaoanu
When you think of financial services professionals, ‘creativity’ might not be the first word that springs to mind. Your first … Continued
Best Financial Planning Firm in the South East
Having recently announced our nomination, we are very proud to now announce that we have been named the winners of … Continued
The importance of having a financial planner
For this year’s Financial Planning Week, we wanted to address the top question that people may have when engaging with … Continued
Why Customer Service Is So Important To Us
At Wealth Matters, the client is at the heart of everything we do – every decision we make is with … Continued
The Spice Girls and Goal Setting – Yes, Really!
By Karen Thompson, People Achieve Consultancy Cast your mind back to 1996 when the first Spice Girls single, Wannabe, was … Continued