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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.
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
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
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
Solidus Excellence in Estate Planning 2023
We are proud to announce that our team won another award at the Solidus Conference this month. This time, the … Continued
Fundraising Update: We Made It!
We have hit our target! Julian Gilbert completed the last 208 miles of our Luton-Kyiv-Luton fundraising challenge in sunny Majorca … Continued
Dog Tales: Benji’s Office Visit
Toby’s brother Benji recently spent a day in our office. Now, Toby is used to sharing his space with Benji … Continued
The Benefits of Investing on a Regular Basis
A common misconception around investing is the idea that you are supposed to only buy when the market is in … Continued
Fundraising Update: We Did It!
We have hit our target! Julian Gilbert completed the last 208 miles of our Luton-Kyiv-Luton fundraising challenge in sunny Majorca … Continued
August 2023 Newsletter
In this month’s newsletter we have a Q&A with Esther Walker on Business Protection, exciting news about Award Nominations, an … Continued