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Helping you get the most out of business and retirement

At Wealth Matters, we believe that everyone deserves financial peace of mind. So whether you run your own business, work freelance or are thinking about retirement, we’re here to help.

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Business Owners

We know you’re busy. So it’s no surprise if looking after your personal finances often slips down your list of priorities. If you don’t focus on it now, you may not make the most of everything you’ve worked so hard for and your future may not be as secure as you imagine. 

We can help you plan for the years ahead and advise you on how best to use your pension, minimise tax and extract money from your business. When it’s time to pass the business on or sell it to someone else, we can help and advise you on that too. 

 

Freelancers and Contractors

You may enjoy the freedom of working this way. Perhaps less appealing is the uncertainty that goes with it. With unpredictable levels of income and cash flow, having to manage your own pension, dealing with tax and not having long-term security, it can all be quite challenging. 

We work with many people in your situation, so understand all the problems you face. We’ll help you make smart choices, from managing your money in the most tax-efficient way and searching out the best pension, right through to planning for all eventualities to keep your loved ones financially secure.

 

Legal Profession

Your whole profession and relationship with your clients is built around Trust and giving the right advice. Referring another profession to your clients can be a daunting experience, especially if the company you refer to doesn’t align with your exceptional client servicing and company values. We know how important any referral to a client is, which is why we dedicate ourselves to getting our referral relationships and client experiences right.

Financial Services and the Legal Professions go hand in hand. Our clients always need legal advice at certain stages in their life and every client of yours will need Financial Advice to plan for a prosperous and protected future.

Through a referral process, we can help your amazing clients on their financial journey to find financial freedom and financial protection, and we can even help you on the way!

Looking forward to retirement

Whether retirement is way off in the distance or looming large, now is the time to start planning for it. We know there’s a lot to think about, but the first step is to pinpoint what you want from your future. Then we can start planning for how to get you there. 

As well as helping you understand what your retirement landscape looks like, we can give you peace of mind that it’s possible to do all the things you want to. You might even be able to do them sooner than you thought. If they’re not achievable? Well, at least you’ll know.

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We've helped many people just like you

I have been working with Wealth Matters for more years than I can remember, at least 17 I think. They have always provided a professional and reliable service and I trust them completely with anything financial. Wouldn’t hesitate to recommend!

Phil Penney

I switched my financial adviser to Wealth Matters a few years ago and I am very pleased that I did. The advice, professionalism and openness of the team is excellent. The annual face to face reviews are much appreciated. I feel they really have my interests at heart.

Charlie Horrell

I have worked with Wealth Matters for nearly 20 years and now consider my adviser as a valued friend. They are a truly independent firm and have looked after our investments in an ethical and principled manner for all that time.

Alan Brooks

The key difference in Wealth Matters’ approach is that they listen to your goals, develop a plan that suits you, and get you to where you want to be. We’d have no hesitation whatsoever in recommending them, and would like to say thank you.

Paul and Pauline Woodroffe

We are very pleased with the service provided by Wealth Matters. They have given good advice on self-invested pensions and savings investments. We get regular clear reports and the whole team is always a pleasure to work with.

David and Mary Fisher

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What Our Clients Say

Don’t just take our word from it – hear it straight from the mouths of our clients.

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