Wealth Matters

Award winning, UK top 100 professional financial planning firm. Celebrating 20 Years of helping our clients.

General Information
Company Name
Wealth Matters
Founded Year
1999
Location (Offices)
Luton, United Kingdom +3
Founders / Decision Makers
Number of Employees
20
Industries
Financial Services
Funding Stage
-
Social Media

Wealth Matters - Company Profile

Wealth Matters is an award-winning, UK top 100 professional financial planning firm that has been in operation since 1999. With a slogan celebrating 20 years of assisting clients, they differentiate themselves by providing bespoke financial plans to help clients reduce taxes, invest smarter, and retire on their own terms. They boast a team of highly qualified independent financial planners with over 80 years of combined experience in guiding clients through the complexities of investments, pensions, and tax issues. As one of only 76 Accredited Financial Planning firms in the UK, Wealth Matters exceeds industry standards in supporting clients with their finances and establishing long-lasting relationships. Additionally, the company has achieved recognition as a top 100 Financial Planning Firm for the last five years by New Model Advisor, a leading industry publication.

Taxonomy: Financial Planning, Wealth Management, Pensions, Tax Planning, Investments, Independent Financial Planners, Bespoke Financial Solutions, Retirement Planning, Financial Advisory Services, Accredited Financial Planning, Contractors and Freelancers, Savings and Investments, Holistic Financial Planning, Expert Tax Advice, Personalized Investment Strategies

Funding Rounds & Investors of Wealth Matters (0)

View All

There is no investment information

Latest News of Wealth Matters

View All

No recent news or press coverage available for Wealth Matters.

Similar Companies to Wealth Matters

View All
PenLife Associates - Similar company to Wealth Matters
PenLife Associates Transforming Lives Through Big Picture Planning
Total Wealth Planning, LLC - Similar company to Wealth Matters
Total Wealth Planning, LLC Independent and comprehensive fee-only wealth planning firm since 1989.
Osher Van de Voorde Investment Management - Similar company to Wealth Matters
Osher Van de Voorde Investment Management Empowering clients to realize lifelong aspirations with confidence and peace of mind
Pillar Financial Advisors, LLC - Similar company to Wealth Matters
Pillar Financial Advisors, LLC Pre-retirement planning for executives. The five years before retirement can have a dramatic effect on your retirement.
Horlock Holdcroft Financial Consultants Limited - Similar company to Wealth Matters
Horlock Holdcroft Financial Consultants Limited Independent financial advisory Firm based in Uckfield, East Sussex, offering financial advice with a personal touch.