Interesting insight here from Citywire – we'll certainly be watching the Budget announcement closely. https://lnkd.in/efMZUYex
Wealth Matters
Financial Services
Luton, Bedfordshire 472 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
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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
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Primary
727 Capability Green
Luton, Bedfordshire LU1 3LU, GB
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Eastmoor Lodge
Harpenden, Hertforshire AL51DA, GB
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107-111 Fleet Street
London, England EC4A 2AB, GB
Employees at Wealth Matters
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Julian Gilbert
MD and Founder – on a mission to help you reduce your taxes, invest smarter and retire on your terms
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Bruce Nash
Passionate about helping you achieve your financial freedom
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Rachel Ruston
Paraplanner at Wealth Matters
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Chris James APFS
Chartered Financial Planner at Wealth Matters - passionate about helping clients realise their financial goals and aspirations.
Updates
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📢 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
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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
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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
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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
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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
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Wealth Matters reposted this
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! 🌸🌺🌷🌻🌼
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Wealth Matters reposted this
Chartered Financial Planner at Wealth Matters - passionate about helping clients realise their financial goals and aspirations.
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
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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