Wealth Matters

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.

At Wealth Matters, our vision is to create a business that supports and encourages all people to thrive - both financially and personally. As part of that, we're fully committed to building a leadership team that promotes diversity and inclusion, and reflects the society we live in. It's one of the reasons we've signed up to HM Treasury's Women in Finance Charter.

Everything we do at Wealth Matters is geared towards helping you achieve financial freedom. So we take all of your ideas about what you'd like to do, then find a simple yet effective way to make them happen, leaving you with total peace of mind about the years ahead. We know you want to have the best lifestyle possible.

When it comes to managing your wealth, it's not really about cost, it's about value - because you can't put a price on getting the most out of life. Having said that, we understand you want to know how much we charge before you start working with us. We'd be the same. That's why we make sure our fees are laid out up front, so you know what you're dealing with from day one.