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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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WRAPs™ Quarterly Newsletter – Spring 2024

The good, the bad, and the magnificent As we welcome spring and bed into a new tax year, there’s a … Continued

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April 2024 Newsletter

Phew, we survived the end of the Tax Year! As 5 April rolled around, the Wealth Matters team were hard … Continued

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March 2024 Newsletter

March has been quite the jam-packed month! This is always our busiest time of the year, as the end of … Continued

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February 2024 Newsletter

We have had a busy and exciting month here at Wealth Matters, filled with so much activity that it feels … Continued

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January 2024 Newsletter

It is officially our 25th birthday year! We are very proud to have achieved this quarter of a century milestone … Continued

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November 2023 Newsletter

In this newsletter, we’ll cover some of the FAQs on our new WRAPS+ portfolios. We’re also pleased to feature a … Continued

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WRAPs™ Quarterly Newsletter – Autumn 2023

Our Investment Evolution Autumn is well and truly here ­– the crunch of leaves underfoot, bracing walks, longer nights, the … Continued

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September 2023 Newsletter

In this newsletter, we have a reminder of WRAPS+ Webinar in October – there’s still time to register to hear … Continued

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Fundraising Update: We Did 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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August 2023 Newsletter

In this month’s newsletter we have a Q&A with Esther Walker on Business Protection, exciting news about Award Nominations, an … Continued

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