Wealth Matters
At Wealth Matters, we’ve been helping our clients achieve financial freedom since It’s not just about quality advice; it’s about quality of life. We understand that everyone wants something different out of life, so steer clear of off-the-shelf financial solutions and instead focus on creating bespoke plans that help clients reduce their taxes, invest smarter and retire on their terms. Our team of highly qualified independent financial planners have over 80 years of combined experience to help guide clients through the complex world of investments, pensions and tax issues. We believe the best financial planning is based on integrity, honesty and openness. As one of only 76 Accredited Financial Planning firms in the UK, our team goes above and beyond to support our clients with their finances and build relationships that last a lifetime. We’re also proud to have been recognised as a top 100 Financial Planning Firm for the last five years by leading industry publication, New Model Advisor.
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Verified contacts
22
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- BN
Bruce Nash
Financial Planner · Finance & Accounting
EmailPhone - DP
Debbie Pacey
Client Relations Manager · Customer/Client Service
EmailPhone - DH
David Hedgcombe
Executive Assistant · General Business & Management
EmailPhone - JG
Julian Gilbert
Managing Director and Founder · General Business & Management
EmailPhone - CB
Carmen Bacaoanu Cfptm Chartered
Head of Paraplanning · Operations
EmailPhone - CJ
Chris James
Chartered Financial Planner · Finance & Accounting
EmailPhone - CJ
Chris James
Chartered Financial Planner · Finance & Accounting
EmailPhone - HF
Hayley Fitzsimmons
Office Manager · Operations
EmailPhone - MM
Megan McNeilage
Client Relationship Manager · Customer/Client Service
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Wealth Matters
13 distinct titles indexed · top 10 shown.
- 4client relationship manager
- 2chartered financial planner
- 2financial advisor
- 2paraplanner
- 1business manager intergrator
- 1certified financial planner
- 1client relations manager
- 1executive assistant
- 1financial planner
- 1head of paraplanning
- +3more titles
Sign up to unlock all 22 contacts at Wealth Matters
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