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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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Dog Tales September 2023

Toby has a confession to make. This month he was doing very well at making steady progress towards his weight … Continued

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How To Set Financial Goals

How To Set Financial Goals We interviewed one of our Financial Planners, Cameron McKay, about setting financial goals. Read on … Continued

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Dog Tales: August 2023

By Madison Turner This office isn’t really the Wealth Matters office. It is ‘Toby’s territory’ and we just work here, … Continued

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All About Business Protection: a Q&A with Esther Walker

If you’re a business owner, its really important that you are aware of the Business Protection options available to you. … Continued

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My First Six Months At Wealth Matters

by Chris James The first six months at Wealth Matters have flown by much quicker than I had anticipated. From … Continued

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July 2023 Newsletter

It has been yet another exciting month at Wealth Matters. We have been enjoying business planning, preparing for our famous … Continued

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Dog Tales: July 2023

by Madison Turner Like many of us, Toby has been busy preparing to go on holiday. For the team at … Continued

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My Experience with the Markets

by Bruce Nash Here is what I have learned in my 23 years working as a financial planner: The old … Continued

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June 2023 Newsletter

There has been no slowing down during June – it has been yet another exciting and busy month for us … Continued

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Wealth Matters | Financial Planners in the Home Counties
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