Wealth Matters is an established firm of independent advisers providing holistic financial planning to a core group of clients. We act as a personal finance director, guiding clients towards financial independence through wealth creation and preservation.
Our expertise is in understanding the financial needs and objectives of our clients and finding the best solutions in the world of investments management, pensions and estate planning.
We work with a number of different clients but specialise in:
Entrepreneurs who run their own businesses
Contractors
High Net Worth clients
Solicitors and Barristers
In all cases, we always like to work with motivated clients, who are serious about making a real difference to the quality of their lives and that of their immediate family.
What makes us different?
Wealth Matters is a firm of independent financial planners, not product sellers.
Rather than being transactional, we are consultative, which means we work closely with our clients to help them achieve their financial goals, in a way which minimises conflicts of interest.
We look to build long term relationships with our clients, so that we continuously improve our ability to see the world from your point of view.
We pride ourselves on giving holistic advice and providing positive solutions to your financial problems.
We are adaptive to different clients needs as we realise that every person is different.
We focus on service and communication: min of 12 points of contact per annum.
We offer a Unique investment system (WRAPS)
We work closely with accountants, solicitors and will writers and can recommend high quality professional firms that share our ethos to deliver a complete wealth management solution.
