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.
A day in the life of a paraplanner
Our paraplanners are the backbone of our business. While your adviser is helping you map out your aspirations and aligning … Continued
Our upcoming masterclass webinar: Later Life Planning
Tuesday 22 October 2024 • 7:00pm Hosted by Bruce Nash, Director and Certified Financial Planner We are pleased to announce … Continued
August 2024 Newsletter
As we write this newsletter, we can already feel a slight chill in the air. Our short-lived summer seems to … Continued
Our 55-mile bike ride for charity
Following the success of last year’s fundraising walk across the Chiltern Hills, we are proud to announce the 2024 Fundraising … Continued
A garden in bloom: Katya Gilbert
We’ve written in the past about Katya Gilbert, Julian’s wife, and her love of gardening and the wellbeing benefits it … Continued
What is an investment platform and where is my money held?
You may have heard us reference an ‘investment platform’ before, and it’s likely you’ve used one. But what does that … Continued
