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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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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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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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July 2023 Newsletter

It has been yet another exciting month at Wealth Matters. We have been enjoying business planning, preparing for our famous … Continued

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June 2023 Newsletter

There has been no slowing down during June – it has been yet another exciting and busy month for us … Continued

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May 2023 Newsletter

May has been a month abundant with good news here at Wealth Matters, with achievements and nominations abound. We won’t … Continued

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April 2023 Newsletter

Here, you can read Carmen’s New Tax Year Roundup, Julian’s Favourite Day, an interview with Esther about being a female … Continued

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March 2023 Newsletter

Here, you can read Julian’s review of the Budget,  find out why Critical Illness Cover is so important, read our … Continued

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February 2023 Newsletter

Welcome to the first of our new monthly newsletters.  Here, you can see an Introduction from Julian Gilbert, our 2022 … Continued

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Wealth Matters | Financial Planners in the Home Counties
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