BackA 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.
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
February 2023 Newsletter
Welcome to the first of our new monthly newsletters. Here, you can see an Introduction from Julian Gilbert, our 2022 … Continued
My Favourite Day – One Year Ago
By Julian Gilbert My favourite day as a business owner was Thursday 28th April 2022. I remember this day well … Continued
Dog Tales – Wags and Walks
by Frankie Case When are your best ideas born? For me, I am usually so busy at home and work … Continued
Are You Protecting What Is Most Important?
By Chris James Every year, we all spend hundreds if not thousands of pounds insuring our home and contents, our … Continued
Dog Tales – February Feasting
by Ali Burton “As the morale officer, I take care to ensure all staff are welcomed in the morning and … Continued
