The first step is to get to grips with your money and know exactly what your financial picture looks like. Armed with a financial plan, you can live your life to the full, safe in the knowledge that you won't run out of money. At Wealth Matters, we understand that looking after your finances can be complex and time-consuming. That's why we're here. Our aim is to make it all easier and help you plan for the future you want, not the one you think you can afford - something we've been doing for clients since 1999.
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Meet Our Team
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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. 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.
You
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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. We know you're busy. So it's no surprise if looking after your personal finances often slips down your list of priorities.
Everyone wants something different out of life. We understand that, so we steer clear of off-the-shelf financial solutions. Instead, we put our efforts into helping every one of our clients create a plan that's completely tailored to their individual needs. Our advice is delivered by a team of expert, highly qualified planners who can guide you through the complex world of investments, pensions and tax issues. We're completely independent, so you can be sure we'll only offer you products that suit you, rather than us.
Careers at Wealth Matters
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At Wealth Matters, we're committed to not only being the best financial planning firm for our clients, but also a great place to work. We take pride in investing in our staff, nurturing them to develop their careers and grow with us. We're always looking for the right people to help us on our mission to secure financial freedom for our clients and change their lives for the better.
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