Wealth Matters Limited
Initial consultation free
Independent
Helping clients achieve financial freedom since 1999.
Wealth Matters provides bespoke financial, estate, and investment planning for successful individuals and families in the Hertfordshire, Buckinghamshire, Bedfordshire, and London areas.
We can advise you on
Clients
helped
17helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Julian Gilbert
Director & Certified Financial Planner
Mr Bruce Nash
Certified Financial Planner
Katherine Pautard
Certified Financial Planner
Chris James
Chartered Financial Planner
Contact us
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .