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.