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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.
Dog Tales: March 2023
by Ali Burton Although Toby might not be happy with the team effort to get his diet back on track, … Continued
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
What is a Paraplanner?
By Carmen Bacaoanu What is a paraplanner? The word “paraplanner” is not very well known, but many of us are … Continued
My experience so far in my Learning for Life journey
By Thusha Thurairatnam Learning for Life is a structured four-year pathway to becoming a fully qualified financial planner or paraplanner. … Continued
Why is Critical Illness cover so important?
By Katherine Pautard We all know someone who has been affected by a critical illness, either yourself or someone close … Continued
Why Recommendations Are So Important to Us
An Interview with Bruce Nash Why are recommendations so important to us? First, I’d just like to say a big … Continued
Are You Really Maximising Your Pension Contributions?
By Chris James Most of us know about some or all the great reasons and benefits of saving into a … Continued
February 2023 Newsletter
Welcome to the first of our new monthly newsletters. Here, you can see an Introduction from Julian Gilbert, our 2022 … Continued
WRAPS Quarterly Newsletter New Year 2023
Here, we take a look at the last year for investments through a wider lens to get a better perspective … Continued
