Verified recordFinancial Services

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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Email

1 credit

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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