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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.

Julian Gilbert

Founder and Director

Certified Financial Planner
Chartered Wealth Manager

Bruce Nash


Certified Financial Planner
Chartered Wealth Manager

Esther Walker Ch MCSI


Independent Financial Planner

Katherine Pautard CFP™ Chartered MCSI

Certified Independent Financial Planner

Laura Janes

Marketing Director

Edwin Botelho

Office Manager

Carmen Bacaoanu ACSI

Head of Paraplanning

Bruce Hallman ACSI

Head of Investment Planning

Rachel Ruston


Matthew Hall

Financial Services Trainee

Thusha Thurai

Financial Services Trainee

Cameron McKay

Financial Services Trainee

Christine Daniels

Head of Administration

Debbie Pacey

Client Relationship Manager

Kate Gruszecka

Office Administrator

Alison Howe

Client Relationship Manager

Ali Burton

Client Relationship Manager

Jackie James

Client Relationship Manager

Chloe Bullock

Client Relationship Manager


Morale Officer

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