This #WorldMentalHealthDay, we would like to encourage you to think about purpose. Purpose and structure are so key to our mental wellbeing that it can feel quite destabilising to suddenly find yourself with an endless stretch of unstructured time. That's why we encourage you to plan a retirement that excites you. https://lnkd.in/eZ4EggBv #retirement #mentalwellbeing #financialplanning
Wealth Matters
Financial Services
Luton, Bedfordshire 489 followers
Award winning, UK top 100 professional financial planning firm. Celebrating 20 Years of helping our clients.
About us
At Wealth Matters, we’ve been helping our clients achieve financial freedom since 1999. It’s not just about quality advice; it’s about quality of life. We understand that everyone wants something different out of life, so steer clear of off-the-shelf financial solutions and instead focus on creating bespoke plans that help clients reduce their taxes, invest smarter and retire on their terms. Our team of highly qualified independent financial planners have over 80 years of combined experience to help guide clients through the complex world of investments, pensions and tax issues. We believe the best financial planning is based on integrity, honesty and openness. As one of only 76 Accredited Financial Planning firms in the UK, our team goes above and beyond to support our clients with their finances and build relationships that last a lifetime. We’re also proud to have been recognised as a top 100 Financial Planning Firm for the last five years by leading industry publication, New Model Advisor.
- Website
-
http://www.wealth-matters.co.uk
External link for Wealth Matters
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Luton, Bedfordshire
- Type
- Public Company
- Founded
- 1999
- Specialties
- Contractors and Freelancers, Pensions, Savings and Investments, Tax Planning, Financial Planning, Wealth Management, and Investments
Locations
-
Primary
727 Capability Green
Luton, Bedfordshire LU1 3LU, GB
-
Eastmoor Lodge
Harpenden, Hertforshire AL51DA, GB
-
107-111 Fleet Street
London, England EC4A 2AB, GB
Employees at Wealth Matters
-
Julian Gilbert
MD and Founder – on a mission to help you reduce your taxes, invest smarter and retire on your terms
-
Bruce Nash
Passionate about helping you achieve your financial freedom
-
Rachel Ruston
Paraplanner at Wealth Matters
-
Chris James APFS
Chartered Financial Planner at Wealth Matters - passionate about helping clients realise their financial goals and aspirations.
Updates
-
Understanding how pensions and tax connect is crucial for anyone planning for retirement. Pensions are regarded by many to be the most tax efficient way of saving for retirement in the UK. All the money you pay into a pension personally qualifies for tax relief, which is an instant boost to your savings. In turn, it allows the fund to grow tax efficiently within the pension wrapper. Read on to find out more in our latest article, penned by Chris James APFS and Carmen Bacaoanu CFP™ Chartered MCSI. https://lnkd.in/erZKiHZb #tax #pensions #FAQs #financialplanning #retirementplanning
How do pensions and tax connect? - Wealth Matters | Financial Planners in the Home Counties
https://wealth-matters.co.uk
-
At Wealth Matters, we work very hard to make sure that our clients are receiving the best service and advice possible. But in amongst that hard work, we make sure that we also find time to have some fun and thank our staff for their dedication and commitment. This is the premise of our Company Days Out. We hold these once a year, and they’re a fantastic way for us to bond as a team and spend some quality time together outside of the office doing something fun. A couple of Fridays ago we had our latest CDO. This time, we all got the train into London to spend the afternoon at Monopoly Lifesized. This is exactly what it sounds like – a life-sized, escape room style of Monopoly. We split into four teams – Prison Breakers, Winning Matters, Chrisbruces, and Wraps Confident – and solved puzzles and challenges to try to earn as much Monopoly money as we could against the other teams. We can be a competitive bunch, and it was a lively game, but Prison Breakers (made up of Chantelle, Thushanthini, and Kate) came out on top with M3,175,000. We then went out for lunch at the Fitrovia Pub and spent the afternoon socialising over a few drinks. Most of the team headed back to Luton around dinner time, but some went on to a karaoke night at Boom Battle Bar. Our Company Days Out are a highlight in the calendar, and they really help to re-energise us ahead of what we know to be busy seasons at the office. Our team is definitely all the stronger for it. What do you do to bond as a team? #companydayout #teambuilding #workperks #financialplanning
-
We are pleased to announce that Katherine Pautard CFPᵀᴹ , one of our esteemed financial planners, has become a Partner of Wealth Matters. Having initially joined Wealth Matters in 2019 as a paraplanner, Katherine has gone from strength to strength and within just three years achieved both her CISI Level 7 Advanced Diploma in Financial Planning and her Certified Financial Planner designation. She has made a phenomenal impact, both among her clients and within the business itself, and we are delighted to welcome her into senior management as a Partner. “Wealth Matters have been dedicated to my development since joining in 2019 and it is an honour to work with such talented individuals and of course, my amazing clients. I feel lucky to do a job that I love and stepping up to Partner is another milestone that I have achieved whilst being at Wealth Matters. I look forward to continuing my career here,” she told us. Julian Gilbert, our founder, said of her appointment: “I am really pleased to welcome Katherine as a Partner. Since she joined Wealth Matters in 2019 I have been consistently impressed by her empathy with clients and her dedication to championing holistic financial planning. She deeply understands the value of being highly qualified and has worked hard to achieve this. Katherine’s great values, ambition, and growth mindset perfectly reflect the kind of company we are and want to continue to be in the future. This feels like a very natural progression in her career with us, and I am confident that she will do a fantastic job at helping to lead Wealth Matters on its continued growth journey.” If you are a client with Katherine as your adviser, please rest assured that nothing will change in regards to your work with her. Katherine will be advising clients as usual. Please join us in extending a hearty and well-deserved ‘congratulations’ when you next see her.
-
We're ending the week on a high – our paraplanner Thushanthini Thurairatnam has passed her CISI Level 7 certification in Advanced Financial Planning 🎉 Thusha has put in over 200 hours of study, culminating in a case study exam which she called "one of the hardest exams [she has] done". We couldn't be prouder of her. Huge recognition also goes to Carmen Bacaoanu, our Head of Paraplanning, for supporting her through the course, having been through it herself several years ago! What a team! The Chartered Institute for Securities & Investment (The CISI) #financialplanning #highlyqualified #teamsuccess #exams
-
On Sunday 15th September, 4 of our team and 5 of our amazing clients took on a 55-mile bike ride through Beds, Herts and Bucks to raise much needed funds for our chosen charities. Oracle Head & Neck Cancer UK and Rainbow Trust Children's Charity are charities very close to our hearts, having helped some of our staff members and their families battle through very difficult times. They are charities in desperate need of funds, to continue the incredible work they do. At Wealth Matters, we feel very strongly about giving back. Whether that be through our staff monthly donations, our Charity Days where we get stuck in to help Charities or through our Fundraising Challenges. We also love using these opportunities to bond with our clients and sharing their passions – just like cycling! We want to thank our incredible cyclists for their dedication and time! Not only did they give up their Sunday, but they also raised significant funds to help us reach our £2,000 goal! We are currently at £2,675 and would love to see that increase! Every £ counts towards these 2 incredible charities. Please donate via our website! Well done and thank you to our clients and Julian Gilbert, Bruce Nash, Cameron McKay and Francesca Case. #fundraising #bestclientsever #charities #financialplanning
-
Congratulations Chris James APFS! There's a good reason that we're so proud of our top-class team.
Chartered Financial Planner at Wealth Matters - passionate about helping clients realise their financial goals and aspirations.
Very nice to get the latest Certificate of Excellence from VouchedFor……must be doing something right!!!! Thanks to all of the great clients for taking the time to leave a review and for trusting me to help you to reach your financial goals - much appreciated 👍 #financialplanning #clientreviews #vouchedfor
-
Our paraplanners are the backbone of our business. While your adviser is helping you map out your aspirations and aligning your financial goals, our paraplanners are working in the background to pull together all the technical aspects of your financial plan. We asked Thushanthini Thurairatnam, one of our paraplanners, what a day in the life looks like for her. https://lnkd.in/exjTe7x3 #team #dayinthelife #paraplanner #paraplanning #financialplanning
A day in the life of a paraplanner - Wealth Matters | Financial Planners in the Home Counties
https://wealth-matters.co.uk
-
Interesting insight here from Citywire – we'll certainly be watching the Budget announcement closely. https://lnkd.in/efMZUYex