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.
May 2024 Newsletter
As the weather brightens up and summer finally feels as though it’s just around the corner, we’ve been busy behind … Continued
Retiring with purpose is the key to mental wellbeing
Here at Wealth Matters, our priority is working with our clients to help them achieve financial freedom. It’s a noble … Continued
What we do to lift our spirits at Wealth Matters
Every one of us has something that we turn to when we’re in need of a mood boost. Whether it’s … Continued
A day in the life of our Great Missenden Office
Our team is always hard at work behind the scenes getting our clients’ plans into motion. But have you ever … Continued
April 2024 Newsletter
Phew, we survived the end of the Tax Year! As 5 April rolled around, the Wealth Matters team were hard … Continued
Sharing learning: how we succeed as a team
Last month, Katherine, Frankie, Bruce Nash and Cameron delivered a presentation to a business mastermind group on how to grow, … Continued
What happens when I die? Wills and Inheritance Tax explained
Navigating the intricacies of Wills and Inheritance Tax (IHT) can be a daunting task, especially in the emotionally charged aftermath … Continued