We realise that you will want to know something about Wealth Matters and our credentials. These are the key points that you should consider ...
- We have been Independent Financial Planners since 1999, offering impartial advice from the whole of market
- We have a very highly-qualified team
- We have developed our own in-house investment system called WRAPSTM with currently over £165 million of our clients' money under management
- The majority of new clients are referred to us by existing clients
- We specialise in working with successful pre and post retirement couples, business owners, professionals, freelancers and IT contractors