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Meet Our Team

Our team has some of the most qualified financial planners in the UK. Julian and Bruce, our principal financial advisers, are both Certified Financial Planners and Chartered Wealth Managers.

What really sets us apart is our approach. We know the financial world can be difficult to understand – and filled with jargon. We aim to keep it all simple, so you can feel confident and in control.

Just so you know that you’re in safe hands, Wealth Matters is one of only 65 Accredited Financial Planning firms in the UK and has been voted a top 100 Financial Planning Firm for 4 out of the last 6 years by New Model Adviser.

Bruce Nash

Director

Certified Financial Planner
Chartered Wealth Manager

Julian Gilbert

Director

Certified Financial Planner
Chartered Wealth Manager

Esther Walker Ch MCSI

Partner

Independent Financial Planner

Katherine Pautard ACSI

Independent Financial Planner



Edwin Botelho

Office Manager



Carmen Bacaoanu ACSI

Head of Paraplanning



Bruce Hallman ACSI

Head of Investment Planning



Christine Daniels

Head of Administration



Debbie Pacey

Client Relationship Manager



Kate Gruszecka

Office Administrator



Alison Howe

Client Relationship Manager



Jackie James

Client Relationship Manager



Toby

Morale Officer



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