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About Us

Everyone wants something different out of life. We understand that, so we steer clear of off-the-shelf financial solutions. Instead, we put our efforts into helping every one of our clients create a plan that’s completely tailored to their individual needs. 

 

Independent advice. Individual service.

Our advice is delivered by a team of expert, highly qualified planners who can guide you through the complex world of investments, pensions and tax issues. We’re completely independent, so you can be sure we’ll only offer you products that suit you, rather than us. 

Our promise

At Wealth Matters, we’re in it for the long-run. We want to build relationships that last a lifetime, and even into the next generation. 

Because those relationships are so important to us, we spend time getting to know clients first. We’ll only move forward if we both feel there’s a good fit.

We believe the best financial planning is based on integrity, honesty and openness. We promise that’s what you’ll experience when you work with us.

Our Mission Statement

Our Mission is to consistently act with integrity and clarity whilst we serve our clients, business, employees, the environment, and the community.

Not only are we devoted to developing long term relationships with our clients whilst providing simple solutions to their complex financial situations, as a business we are also committed to making decisions that have a positive impact on our employees, the environment, and the community.

As well as helping our clients’ achieve their goals, we are also committed to making business decisions that have a positive impact on our employees, environment, community and suppliers. As part of this company wide objective, we are focusing on minimising energy usage and helping charities via our Wealth Matters Donor Advised Fund.

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Meet Our Team

Get to know the people behind Wealth Matters.

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