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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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Painterly Paraplanners: an Interview with Carmen Bacaoanu

When you think of financial services professionals, ‘creativity’ might not be the first word that springs to mind. Your first … Continued

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Best Financial Planning Firm in the South East

Having recently announced our nomination, we are very proud to now announce that we have been named the winners of … Continued

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January 2024 Newsletter

It is officially our 25th birthday year! We are very proud to have achieved this quarter of a century milestone … Continued

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The importance of having a financial planner

For this year’s Financial Planning Week, we wanted to address the top question that people may have when engaging with … Continued

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Why Customer Service Is So Important To Us

At Wealth Matters, the client is at the heart of everything we do – every decision we make is with … Continued

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November 2023 Newsletter

In this newsletter, we’ll cover some of the FAQs on our new WRAPS+ portfolios. We’re also pleased to feature a … Continued

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The Spice Girls and Goal Setting – Yes, Really!

By Karen Thompson, People Achieve Consultancy Cast your mind back to 1996 when the first Spice Girls single, Wannabe, was … Continued

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WRAPS+ and Our Approach to Investing

In autumn 2023 we introduced our new investment proposition, WRAPS+, in partnership with Timeline. In this article, our Head of … Continued

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WRAPs™ Quarterly Newsletter – Autumn 2023

Our Investment Evolution Autumn is well and truly here ­– the crunch of leaves underfoot, bracing walks, longer nights, the … Continued

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