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VerifiedFinancial Services· Founded 1999

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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Employees25(11 to 50)Annual revenue<$1MFounded year1999Websitewealth-matters.co.ukLinkedIn profileLinkedIn

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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22 contacts with verified email or phone · masked until revealed.

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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

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