Wealth Matters
Wealth Matters is a financial services company located in Harpenden, England. They specialize in providing expert financial planning services to their clients. With a team of experienced financial planners, Wealth Matters is committed to helping their clients achieve their financial goals. They offer a wide range of financial services to meet the unique needs of each client. Whether it's retirement planning, investment management, or estate planning, Wealth Matters has the expertise to help their clients succeed. Contact them today to learn more about their financial planning services.
Introduction to Wealth Matters
Wealth Matters is a financial services company located in Harpenden, England. The company was founded with the goal of providing top-notch financial planning services to individuals and businesses alike. What makes this company unique is their personalized approach to financial planning that takes into account each client's unique situation and goals.Services & products
Wealth Matters offers a range of financial planning and investment services. These include retirement planning, estate planning, tax planning, investment management, and more. Clients can expect a tailored approach to their financial planning that takes into account their specific goals and objectives.Location
Wealth Matters is located in Eastmoor Lodge, East Common, Harpenden. The area is known for its beautiful parks and green spaces, as well as its charming town center. Visitors to Harpenden can expect to find a variety of local businesses, including shops, cafes, and restaurants. The closest public transportation options to Wealth Matters are the Harpenden train station (0.8 miles), the Harpenden bus station (0.5 miles), and the Southdown bus stop (0.2 miles).Benefits
Customers should choose Wealth Matters because of their personalized approach to financial planning. The company takes the time to get to know each client and their unique situation, which allows them to provide tailored advice and services. Additionally, Wealth Matters has a team of experienced financial planners who are dedicated to helping clients achieve their financial goals.Good to know
Customers should be aware that Wealth Matters is a fee-based financial planning firm. This means that they charge a fee for their services rather than earning commissions on products sold.Reviews
Customers have given Wealth Matters glowing reviews, praising the company for their personalized approach to financial planning and their knowledgeable team of financial planners. Many clients have reported significant improvements in their financial situation after working with Wealth Matters.Amenities
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free consultation -
online account access
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financial planning
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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
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budgeting assistance
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We start by assessing our clients' financial goals, risk tolerance, and current financial situation. Based on this information, we create a personalized financial plan that fits their unique needs and circumstances.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial plan and the services provided. We offer transparent and competitive fees that are structured based on a percentage of assets under management, hourly rate, or fixed fee.What professional qualifications do your financial planners have?
All of our financial planners are highly qualified and experienced professionals with a minimum of a bachelor's degree in finance or a related field. They hold various industry certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from our satisfied clients upon request. We take pride in our work and the relationships we build with our clients, and we are happy to share their positive experiences with others.Reviews
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For a few years had looked for a pension provider but was not satisfied with the standard packages offered at the time. It was 10 years ago that I found Wealth Matters contact via IPSE and met Bruce Nash. Everything was laid out on the table, all facts and figures including risks, costs, etc, completely open and transparent, nothing hidden and has always been this way. Trustworthy and professional advice given regularly. They stand for financial freedom and this too is my destination, no longer a dream but a living reality. Highly recommended. Many thanks to Bruce and Wealth Matters team. - Asit
13-05-2023
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Aidan Collard
Excellent advice and planning for my retirement and all-round financial health.
27-04-2023
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Alan Layton
The people at Wealth Matters have always provided me with great advice and support. The services they provide have allowed me to plan and enter my retirement with confidence.
27-04-2023
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Rob Davie
Very professional outfit. The advisors I have dealt with over the years have been clear, concise and most importantly very friendly. I have no hesitation in recommending them to others.
27-02-2023
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Lucy Anning
Very professional and knowledgeable company that have given been an excellent service
27-02-2023
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Matthew Hall
We went to Wealth Matters with a couple of specific questions - and came away not only with answers, but with a holistic assessment of our financial situation and some really valuable recommendations. Over the last 4 years, Esther has continued to proactively offer advice in a variety of areas and to keep us appraised of our progress towards our financial targets. She knows our goals and priorities and fully takes these into account - and the consistency that comes through working with the same advisor all the time is really reassuring. The whole team at Wealth Matters are professional and efficient, but also friendly and happy to answer any questions; I'd thoroughly recommend them
27-02-2023
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John Martin
I have been a client of Wealth Matters for 12 years and cannot recommend them highly enough. The team are clearly highly skilled, professional and provide a personal service tailored to individual needs. During this period I have received excellent advice on investments as well as other issues such as pension planning, trusts and inheritance tax planning. My portfolio is regularly reviewed to ensure that it is appropriate to my current requirements and the team are approachable and alway happy to give advice and answer questions. This is an excellent company and if you are looking for financial advice you will find it difficult to find anyone better.
27-12-2022
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Chris Davies
The expert advice we have received has been incredibly helpful over several years. We have had sound guidance throughout, particularly around some of the more difficult decisions about retirement and the NHS pensions, and the latest review with new projection technology was amazing. Thanks especially to Esther, Julian and Jackie. I would strongly recommend Wealth Matters if you are looking for independent financial support and advice
27-11-2022
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Ian Reeves
I have been looked after by Wealth Matters for many years and am always very happy with the professional and valuable service they provide. Also very happy to recommend them to anyone looking for financial planning and advice.
27-11-2022
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Iestyn John
27-10-2022
