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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 Vivid Vision

We have a very clear picture of what we want our world to be like, both now and in the future. It’s all captured in our Vivid Vision which you can read here.

Read our Vivid Vision

Meet Our Team

Get to know the people behind Wealth Matters.

Learn more
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