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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.
April 2023 Newsletter
Here, you can read Carmen’s New Tax Year Roundup, Julian’s Favourite Day, an interview with Esther about being a female … Continued
Estate Planning
by Cameron McKay When someone very close to you passes away or loses mental capacity it can be the most … Continued
My Financial Planning Journey
An Interview with Katherine Pautard Why did you get into Financial Planning – is it something you always wanted to … Continued
Being a Female Financial Planner
On the 8th March it was International Women’s Day. We spoke to Esther Walker, one of our Partners, to find … Continued
Dog Tales: March 2023
by Ali Burton Although Toby might not be happy with the team effort to get his diet back on track, … Continued
March 2023 Newsletter
Here, you can read Julian’s review of the Budget, find out why Critical Illness Cover is so important, read our … Continued
What is a Paraplanner?
By Carmen Bacaoanu What is a paraplanner? The word “paraplanner” is not very well known, but many of us are … Continued
My experience so far in my Learning for Life journey
By Thusha Thurairatnam Learning for Life is a structured four-year pathway to becoming a fully qualified financial planner or paraplanner. … Continued
Why is Critical Illness cover so important?
By Katherine Pautard We all know someone who has been affected by a critical illness, either yourself or someone close … Continued