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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.
Why should I have a Bucket List?
When we put together your financial plan (and indeed when we review it annually), we ask you to consider the … Continued
March 2024 Newsletter
March has been quite the jam-packed month! This is always our busiest time of the year, as the end of … Continued
Our Latest Book Recommendation for World Book Day
We love a good book here at Wealth Matters. Between us all, we probably have every genre covered. However, as … Continued
February 2024 Newsletter
We have had a busy and exciting month here at Wealth Matters, filled with so much activity that it feels … Continued
Katherine Pautard: the Latest Member of the CISI Financial Planning Forum
One of the things that we pride ourselves on at Wealth Matters is our commitment to ongoing growth and collaboration. … Continued
Our Staff Recognition Awards
We recently presented our 2023 Staff Awards, in recognition of the team’s hard work last year. We would like to … Continued
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
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
January 2024 Newsletter
It is officially our 25th birthday year! We are very proud to have achieved this quarter of a century milestone … Continued