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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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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

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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

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Solidus Excellence in Estate Planning 2023

We are proud to announce that our team won another award at the Solidus Conference this month. This time, the … Continued

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Fundraising Update: We Made It!

We have hit our target! Julian Gilbert completed the last 208 miles of our Luton-Kyiv-Luton fundraising challenge in sunny Majorca … Continued

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Dog Tales: Benji’s Office Visit

Toby’s brother Benji recently spent a day in our office. Now, Toby is used to sharing his space with Benji … Continued

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The Benefits of Investing on a Regular Basis

A common misconception around investing is the idea that you are supposed to only buy when the market is in … Continued

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Dog Tales September 2023

Toby has a confession to make. This month he was doing very well at making steady progress towards his weight … Continued

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How To Set Financial Goals

How To Set Financial Goals We interviewed one of our Financial Planners, Cameron McKay, about setting financial goals. Read on … Continued

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Dog Tales: August 2023

By Madison Turner This office isn’t really the Wealth Matters office. It is ‘Toby’s territory’ and we just work here, … Continued

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All About Business Protection: a Q&A with Esther Walker

If you’re a business owner, its really important that you are aware of the Business Protection options available to you. … Continued

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Wealth Matters | Financial Planners in the Home Counties
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