Wealth Matters - Accredited Financial Planners
Wealth Matters Accredited Financial Planners is a financial services company based in Luton, England. Their team of experienced financial planners provides expert advice and guidance to clients looking to manage their finances and plan for the future. With a focus on personalized service and attention to detail, Wealth Matters helps clients achieve their financial goals and secure their financial futures. As accredited financial planners, they are committed to upholding the highest standards of professionalism and ethics in their work.
Introduction to Wealth Matters Accredited Financial Planners
Wealth Matters Accredited Financial Planners is a financial services company based in Luton, England. The company was founded with the purpose of providing high-quality financial planning services to clients. What sets Wealth Matters apart from its competitors is their team of accredited financial planners who have years of experience and in-depth knowledge of the industry.Services & Products
Wealth Matters offers a range of financial planning services including retirement planning, investment planning, estate planning, and tax planning. They also offer investment products such as mutual funds, stocks, and bonds. The company's financial planners work closely with clients to create personalized financial plans that meet their unique needs and goals.Location
Wealth Matters is located on Capability Green in Luton, a bustling business district with a mix of corporate offices and small businesses. The area is easily accessible by public transportation, with the Luton Airport Parkway train station just 1.5 miles away. The closest bus stops are Capability Green (0.1 miles), The Moakes (0.2 miles), and Vauxhall Way (0.2 miles).Benefits
Clients should choose Wealth Matters because of their team of accredited financial planners who bring a wealth of knowledge and experience to the table. The company also takes a personalized approach to financial planning, working closely with clients to create customized plans that meet their unique needs. Additionally, Wealth Matters is committed to transparency and honesty throughout the planning process, ensuring that clients have a clear understanding of their financial situation and how to achieve their financial goals.Good to Know
Clients should be aware that Wealth Matters is a fee-only financial planning firm, meaning they do not receive commissions for selling investment products. This ensures that their financial planners are working solely in the best interest of their clients.Reviews
Customers rave about the personalized service they receive at Wealth Matters, with many noting that their financial planners go above and beyond to create customized plans that meet their unique needs. Clients also appreciate the company's commitment to transparency and honesty throughout the planning process. Overall, Wealth Matters has received high praise from their satisfied clients.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of financial planning services do you offer?
We offer a variety of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management. Our services are tailored to meet the unique needs and goals of each individual client.How do you customize financial plans to fit individual clients?
We start by getting to know our clients and their financial goals, as well as their current financial situation. From there, we create a customized financial plan that takes into account their unique needs and circumstances. We work closely with our clients to ensure that their financial plan is the best fit for them.What are your fees and how are they structured?
Our fees are based on a percentage of assets under management, and they are structured to be transparent and easy to understand. We do not charge any commissions or hidden fees, and we always work in the best interest of our clients.What professional qualifications do your financial planners have?
All of our financial planners are accredited by recognized industry bodies and have extensive experience in the financial services industry. They hold various professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP).Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from many satisfied clients who have used our financial planning services. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial lives.Reviews
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Richard
Very thorough. Excellent tailored advice.
27-07-2022
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Paul Mukherjee
Positive: Professionalism, Quality, Responsiveness
27-05-2020
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Yasemin Mcclure
27-05-2020
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Phil Penney
Have been working with Julian and his team for more years than I can remember (15 or so I think). They have always provided a professional and reliable service and I trust them completely with anything financial. Wouldn't hesitate to recommend!
27-05-2020
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Charlie Horrell
I switched my financial adviser to Wealth Matters a few years ago and I am very pleased that I did. The advice, professionalism and openness of Bruce Nash and the team is excellent. The annual face to face reviews are much appreciated. I feel they really have my interests at heart.
27-05-2020
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John Clapham
I have been making investments with Wealthmatters for four years. Following an initial introduction to a representative of Wealthmatters I followed a structured process set up by Wealthmatters to determine my investment requirements. This involved completing a fact finding document followed by Wealthmatters issuing a report making investment recommendations to suit my requirements. I found this work process to be very useful as whilst following the process I learnt about several investment options available to me. I made a series of investments following Wealthmatters over a period of time as several of my fixed term investments matured. Since making the investments I have had annual meetings with a representative of Wealthmatters during which I discussed any changes to my circumstances and my future investment and pension decisions. This process is very useful as before the meetings I update a survey, which summarises my current investments and future goals. Whilst completing this survey I am reminded of any future financial decisions that I need to make and during the meetings i am able to discuss the options available. I have found the structures investment process that Wealthmatters follow to be very effective as it increases the potential for making good investment decisions as my circumstances change.
27-05-2020
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Aidan Collard
27-05-2020
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Harry Goldstein
Excellent. Very professional and helpful. We have been using them for many years now and we're very happy with the service.
27-05-2020
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Julie Dickins
We have been advised by Wealth Matters for several years now, and have found them to be professional, helpful and friendly, and their advice to be sound.
27-05-2020
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Sue Mackinnon
Wealth Matters are always a pleasure to deal with and we are very pleased with the service we receive.
27-05-2020
