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Wealth Matters logo — Award winning, UK top 100 professional financial planning fi...

Wealth Matters

Award winning, UK top 100 professional financial planning firm. Celebrating 20 Years of helping our clients.

Founded 1999 United Kingdom Luton, United Kingdom 20 employees Financial Services

General Information

Company Name Wealth Matters
Founded Year 1999
Location United Kingdom Luton, United Kingdom +3
Employees 20
Industries Financial Services
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About Wealth Matters

Wealth Matters is an award-winning, UK top 100 professional financial planning firm that has been in operation since 1999. With a slogan celebrating 20 years of assisting clients, they differentiate themselves by providing bespoke financial plans to help clients reduce taxes, invest smarter, and retire on their own terms. They boast a team of highly qualified independent financial planners with over 80 years of combined experience in guiding clients through the complexities of investments, pensions, and tax issues. As one of only 76 Accredited Financial Planning firms in the UK, Wealth Matters exceeds industry standards in supporting clients with their finances and establishing long-lasting relationships. Additionally, the company has achieved recognition as a top 100 Financial Planning Firm for the last five years by New Model Advisor, a leading industry publication.

Taxonomy: Financial Planning, Wealth Management, Pensions, Tax Planning, Investments, Independent Financial Planners, Bespoke Financial Solutions, Retirement Planning, Financial Advisory Services, Accredited Financial Planning, Contractors and Freelancers, Savings and Investments, Holistic Financial Planning, Expert Tax Advice, Personalized Investment Strategies

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Wealth Matters Alternatives & Competitors

Wealth Matters vs
PenLife Associates
PenLife Associates United Kingdom

Transforming Lives Through Big Picture Planning

25 employees
Financial Services, Wealth Management
Wealth Matters vs
Total Wealth Planning, LLC
Total Wealth Planning, LLC United States

Independent and comprehensive fee-only wealth planning firm since 1989.

24 employees
Finance, Financial Services
Wealth Matters vs
Osher Van de Voorde Investment Management
Osher Van de Voorde Investment Management

Empowering clients to realize lifelong aspirations with confidence and peace of mind

5 employees

FAQ About Wealth Matters

Award winning, UK top 100 professional financial planning firm. Celebrating 20 Years of helping our clients.
Wealth Matters was founded in 1999.
Wealth Matters is headquartered in Luton, United Kingdom.
Wealth Matters operates in the following industries: Financial Services.
Wealth Matters has approximately 20 employees.
Top alternatives and competitors to Wealth Matters include PenLife Associates, Total Wealth Planning, LLC, Osher Van de Voorde Investment Management, Horlock Holdcroft Financial Consultants Limited, Pillar Financial Advisors, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wealth Matters and PenLife Associates are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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