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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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Autumn 2024 Budget Summary

As the first Budget under our new Labour government, yesterday’s announcements from Chancellor Rachel Reeves have been drawing speculation for … Continued

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Toby considers planning for later life

During Toby’s recent office visits, he’s been hearing lots of planning taking place for Bruce Nash’s upcoming webinar on Later … Continued

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Our Company Day Out

At Wealth Matters, we work very hard to make sure that our clients are receiving the best service and advice … Continued

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How do pensions and tax connect?

Understanding how pensions and tax connect is crucial for anyone planning for retirement. Pensions are regarded by many to be … Continued

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Our fifth certified team member

This has been a month filled with excellent news! We are proud to announce that our paraplanner, Thusha Thurairatnam, has … Continued

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We’ve appointed a new Partner

We are pleased to announce that Katherine Pautard, one of our esteemed financial planners, has become a Partner of Wealth … Continued

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September 2024 Newsletter

We thought last month was a bumper issue of team news, but we might have outdone ourselves this time around. … Continued

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