Wealth Matters

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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
Trading name: 
Wealth Matters
Head office: 
Enterprise House,
5 Roundwood Lane, Harpenden,
AL5 3BW, Hertfordshire
Telephone: 
01582 720 511
Fax: 
01582 730 179
Regions served: 
London & South East