Wealth Matters Limited

Independent Financial Adviser Enterprise House, 5 Roundwood Lane, Harpenden, Hertfordshire, AL5 3BW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
18th November 2019
Award winning, UK top 100 professional financial planning firm. Celebrating 20 Years of helping our clients achieve financial freedom.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Joanne Scott
Independent Financial Planner
adviser-person
Esther Walker
Financial Planner
Julian Gilbert BSc (Hons) CFPcm
Director & Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
Bruce Nash BEng (Hons) CFPcm
Financial Planner
Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
“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
“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
Where to find us

Enterprise House, 5 Roundwood Lane, Harpenden, Hertfordshire, AL5 3BW

Make an enquiry
About us

Our team of four highly qualified planners have over 80 years combined experience in the profession and are well-placed to provide bespoke solutions and regular reviews. They understand that clients have differing levels of knowledge and experience and we strive, as part of a successful advisory relationship, to tune in to each unique individual to work in a way that ‘speaks’ to them. This may involve financial coaching, where needed, to help you stay on track.

Our experience of complex tax issues and designing investment strategies means that you don’t need to be an expert to gain from the benefits.

Our advisers work with specialist researchers, known as Paraplanners, as well as an excellent administration team to help keep everything organised and running smoothly. The whole team works closely together to provide you with a great experience…

…And if that was not enough, Wealth Matters is one of only 76 Accredited Financial Planning firms in the UK and has been voted a top 100 Financial Planning Firm for the last 3 years by a leading industry publication, New Model Adviser.

So there is no doubt you will be in safe hands.

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
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0