Chris James
Chartered Financial Planner at Wealth Matters
Based in United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
United Kingdom
Industry
Financial Services
Company size
25
Contact information
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c•••••••@wealth-matters.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Chris James
At Wealth Matters, we understand that looking after your finances can be complex and time-consuming. That’s why we’re here. Our aim is to make it all easier and help you plan for the future you want, not the one you think you can afford – something we’ve been doing for clients since Nothing is more important to us at Wealth Matters than the relationships we forge with our clients. Most of them are already successful business people, but many have no idea what shape their finances are in, or what they’ll be able to do when they retire. So, as well as giving them clarity, we help them see beyond the detail and imagine the possibilities. We may be financial planners, but we know it’s not just about quality advice. It’s about quality of life. In all of this, we aim to make everything simple. So, we start by getting to know clients and what they want to achieve, before creating a plan for the future. Then we put those plans into action, reviewing them regularly to ensure everything stays on track. The result is confident clients who can live life to the full, safe in the knowledge that there’s enough money to do it. If you want to achieve financial freedom, get in touch or find out more at wealth-matters.co.uk
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