Response rating
7.0/10
FCA verified
16th October 2017

Wealth Matters Limited

Independent Financial Adviser Enterprise House, 5 Roundwood Lane, Harpenden, Hertfordshire, AL5 3BW
First meeting at adviser's own cost
We are one of only 76 Accredited Financial Planning firms in the UK.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Julian Gilbert BSc (Hons) CFPcm
Director & Financial Planner
Accreditations
Certified Financial Planner
Bruce Nash BEng (Hons) CFPcm
Financial Planner
Joanne Scott
Independent Financial Planner
What our clients say
“I’ve spoken to several financial advisers over the years, but Bruce from Wealth Matters seemed different from the start. He was the first to mention investing in index-trackers, which have always appealed to me because of their low charges, and I was also impressed when he analysed my pensions and very honestly advised that one that should be left as it was, due to some special arrangements that would be lost if I moved it. Since then Wealth Matters have managed all of my ISAs and pensions, and I’ve recommended Bruce to several friends who’ve needed financial advice.”
Jon Sayce, London
“Julian understood my situation and listened very carefully to what my aims and goals were from a financial point of view. After he collated all the information that he required I was given a very thorough report with advice on planning for my financial future. All charges/fees mentioned in the report were explained to me in a simple way during our meeting. I would say that Julian’s knowledge when it comes to financial planning is excellent. He takes the time to make sure that every aspect is understood.”
B. Parmar, Surrey
Where to find us
About us

Wealth Matters specialises in financial planning for those in or approaching retirement, independent professionals (contractors & freelancers) and successful executives. We focus on the the things that we can control, such as great technical tax planning and giving you a sound investment strategy that reflects your risk profile and gives you the potential of achieving financial independence. We create bespoke financial plans to help you make money, save money (and tax) and preserve your current wealth. Our first meeting is free of charge & without obligation. We have been fee-based since 2007. We are capable of dealing with complex issues. All advisers are Graduates and 4 of our support staff are qualified to Diploma in Financial Advice level. Our unique investment process, WRAPS gives strong investment returns, whilst also protecting against falls in the markets.

Our services

We create bespoke financial plans for our clients.
We specialise in working with clients who have multiple financial planning requirements and
we focus on giving best advice with integrity, excellent client service and communication - putting your interests first.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Wealth Matters Ltd is authorised and regulated by the Financial Conduct Authority (no. 300635). Registered in England and Wales No.3862593

Past performance is no guide to future performance. The value of investments, and the income from them, can go down as well as up and investors may not get back the amount originally invested.

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