by Chris James

The first six months at Wealth Matters have flown by much quicker than I had anticipated. From day one, Julian and the whole team have been very friendly, welcoming, and helpful and I already feel embedded in such an exciting team.

I have been through a structured training programme to learn more about the Wealth Matters proposition, processes, and systems. This has involved staff input from all the Departments, giving me the opportunity to get to know everyone and the role they play in the client journey better.

This process has cemented some of the reasons I initially joined Wealth Matters as I have access to an incredible and highly qualified support team. I’ve been very impressed at their knowledge, skill and, most importantly, the utmost care they clearly have for all the Wealth Matters clients.

One of my favourite parts of the journey so far was the opportunity to sit in client meetings with the other Wealth Matters financial planners. No matter how long you have been a financial planner, watching how others present and communicate with clients is key to always developing your own skillset. Each one of the Wealth Matters financial planners are incredibly passionate about the client journey and experience. Although we are all different, the shared objective to ensure that the clients are on track to meet their financial dreams and aspirations is really encouraging, as it highlights the core values we hold as a company.

Since the initial period of training, I’m now back doing what I love, which is providing financial planning advice and assistance to clients. I’ve been in the financial planning profession for 13 years already, but with the additional knowledge I’ve gained already since being at Wealth Matters, I feel I have already developed my skills – I can now deliver an even higher quality service to clients.

With the help of the team, I’ve already onboarded several new clients, which has been fantastic. Some of these have made referrals to their friends, families and colleagues, which is something I always cherish as I think it’s the biggest compliment I can get from a client. I always am very grateful for their recommendation.

In terms of the future, I am very excited to continue help clients become more tax efficient and to boost their wealth for both them and their families. As I am passionate about delivering the best service possible, I will be looking to further my learning at every opportunity and take more exams to ensure that I always remain highly qualified in my field.

In summary, a very exciting six months and I look forward to my future at Wealth Matters.