Wealth Matters
Wealth Matters is a financial planning firm that has been assisting clients since 1999. They offer financial planning solutions tailored to professionals, freelance contractors, and business owners.
- Investing
- Estate Planning
- Financial Planning
- Retirement Planning
Locations
Digital Popularity
Popularity over time
Competitors
Spend Time is a financial planning practice that focuses on clients' lives rather than just their money.
Lexington Wealth is a multi-award winning financial planning firm based in Wiltshire, dedicated to educating and inspiring clients to pursue true wealth.
Company Details
Wealth Matters is operated by Wealth Matters Limited and is a Active company incorporated on 21 October 1999 with the registered office located in Luton, Bedfordshire. Wealth Matters Limited was registered 25 years ago.
Status
Active
Size
Small
Directors
3
Age
25 years old
Employees
20
Turnover
Unreported
Total Assets
£5.69M
Cash in Bank
£124.43K
Total Liabilities
-£561.16K
Teams
16
7
4
4
3
2
2
Managing Director And Founder • Joined Oct 1999
Executive Assistant • Joined Dec 2023
Office Manager • Joined Feb 2025
Head Of Paraplanning • Joined Sep 2020
Client Relations Manager • Joined Jan 2018
Client Relationship Manager • Joined Sep 2024
Client Relationship Manager • Joined Aug 2023
Business Manager/Intergrator • Joined Aug 2022
Client Relationship Manager • Joined Aug 2022
Paraplanner • Joined Sep 2021
Paraplanner • Joined Jun 2018
Paraplanner • Joined Sep 2021
Certified Financial Planner • Joined May 2022
Paraplanner
Financial Planner • Joined Jan 2001
Chartered Financial Planner • Joined Jan 2023
Independent Financial Planner • Joined Jan 2025
Client Relations Manager • Joined Jan 2018
Client Relationship Manager • Joined Sep 2024
Client Relationship Manager • Joined Aug 2023
Client Relationship Manager • Joined Aug 2022
Office Manager • Joined Feb 2025
Head Of Paraplanning • Joined Sep 2020
Integrator/COO
Client Relations Manager • Joined Jan 2018
Client Relationship Manager • Joined Sep 2024
Client Relationship Manager • Joined Aug 2023
Client Relationship Manager • Joined Aug 2022
Executive Assistant • Joined Dec 2023
Office Manager • Joined Feb 2025
Managing Director And Founder • Joined Oct 1999
Integrator/COO
View 16 members