Wealth Matters

Interesting insight here from Citywire – we'll certainly be watching the Budget announcement closely. https://lnkd.in/efMZUYex

📢 Announcing our October Masterclass Webinar 📢 Certified Financial Planner Bruce Nash will be taking us through the complex and incredibly important topic of Later Life Planning. Bruce will be building on his previous webinars around Estate & Legacy planning and bringing these into context for other later life planning considerations, such as: 💻 IHT mitigation 💻 Equity Release 💻 The complex landscape of Long Term Care provision The webinar will last for 60 minutes, is free to attend and will offer the opportunity to post questions prior and during. Register here: https://lnkd.in/e4fUTBuw #webinar #laterlifeplanning #masterclass #insights

Some exciting news to start the week – we've been shortlisted for The Financial Planning Awards 2024! 🥳 Thank you to the organisers at the The Chartered Institute for Securities & Investment (The CISI) – we're looking forward to learning the results at the Financial Planning Conference gala dinner next month! #FinancialPlanning24 #FPAwards24 #Excellence

Happy bank holiday weekend, everybody! ☀ The last one until a certain word beginning with C 🎄

Addressing some of our FAQs with our Head of Investment Planning. "In simple terms, a platform account is an administrative service that combines, or ‘wraps’, all of a client’s investments into a single manageable account. Picture it like a parcel, with the wrapping holding all the constituent parts securely inside. This means that your total portfolio can be viewed at a glance. It’s not a product to invest in, but rather, a service." https://lnkd.in/ebi-a6C5 #investmentplatform #investing #financialplanning

A brilliant review from a client 😁 our clients are our top priority, so it's wonderful to hear success stories from people who we've helped. #testimonialtuesday #clientfeedback #reviews

Following the success of last year's fundraising walk across the Chiltern Hills, we are proud to announce the 2024 Fundraising Challenge for Wealth Matters: a 55-mile bike ride! This year, we would like to invite our clients and followers to join us in this fundraising activity. You do not need to be a professional cyclist. There will be lots of food and drink stops and we shall be going at a gentle pace. All funds raised will be split evenly between our two chosen charities: Oracle Cancer Trust and Rainbow Trust Children's Charity. WHEN? Sunday 15 September, leaving from the Wealth Matters head office in Luton at 9:00 am. We expect to finish at around 3pm, which allows time for a coffee stop and a pub lunch. You can park at the office and bring your bike in your car.   WHERE? We will be cycling a 55-mile trail through the beautiful counties of Hertfordshire, Bedfordshire, and Buckinghamshire. The route is not too strenuous and features minimal hills!   WHO? Five of the Wealth Matters team have signed up to participate and we would like to invite our wonderful clients to join us. We would ask that clients fundraise £200 per entry, to help us hit our target. If you would like to take part in the 55-mile cycle, please get in touch either via your usual Wealth Matters contact or at [email protected]. Even if you do not wish to join in the cycle itself, we would love to see you there along the route with your friends and family to show your support. If you wish, you can also make an online donation to our fundraiser via this link: https://lnkd.in/eRQ3F4fR #charity #fundraising #philanthropy #charitybikeride

Beautiful flowers given to me by one of my amazing clients yesterday, when they came in to see me for a catch up. All home grown on their allotment! Today, I get to look at them all day whilst I work from home and talk to other clients about their goals and bucket lists. Just one of the many reasons I love my job! 🌸🌺🌷🌻🌼

Had a great mentoring session with a new mentee this week. Witnessing their passion for making a career change and wanting to help clients achieve their financial goals is truly inspiring. We discussed various paths, potential challenges, and identified their transferable skills. This interaction reinforced the significance of curiosity and the pursuit of continuous growth at any career stage. Remember, learning and development are lifelong endeavours. Mentoring is a collaborative process, offering both guidance and a chance for self-reflection. It challenges our perspectives and fosters mutual growth. Excited to witness the evolution of this journey! #Mentorship #LearningTogether #GoalSetting #WealthMatters

Our 25th birthday is just around the corner 🎉 🥳 In honour of this milestone, we'd love to share a little piece of our story with you. In this video, Julian Gilbert reflects on what prompted him to set up Wealth Matters in the first place, a quarter of a century ago. #25thbirthday #companymilestone #financialplanning #milestone #25years