Wealth Matters
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.
Discussed at fist meeting which is cost free and obligation free. We are predominantly fee based.
- Opening Times:
9-5.30pm Monday to Fridays
Carl French
* Facture International Ltd
* A client of ours who was looking for a company pension scheme in Jan 2002.
"When we wanted to set up a pension scheme in our company we had preliminary discussion with a number of specialist financial advisers who claimed to provide an individual and personal service.
It rapidly became clear that in most cases we were merely getting recycled information with little thought or research behind it, and narrowly focused on one or two products.
Then we talked to Julian Gilbert of Wealth Matters. The service we got was in a different league. He listened carefully to our requirements, made lots of useful suggestions, explained everything very well, and went on to research the alternatives very thoroughly. In the end we were confident we would not only got a product suitable for us but with a company who was going to keep the administration smooth and simple. That is just how it's worked. In addition our staff, myself included, have had excellent help with their own financial matters."
- FSA Reference Number: 300635
- Number of Advisors: 4
- Client Type: General Public and Business
- Specialisms: Business owners, contractors and barristers
- Remuneration Type: Fee Based
- Home or Workplace Visits: Yes
- Additional Services: Will Writing Service, Group Pension scheme
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