Wealth Matters - Harpenden

Address: Eastmoor Lodge, East Common, Harpenden AL5 1DA, United Kingdom.
Phone: 1582720511.
Website: wealth-matters.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

Location of Wealth Matters

1582720511

Wealth Matters, located at Address: Eastmoor Lodge, East Common, Harpenden AL5 1DA, United Kingdom. is a financial planning specialist that provides a range of services to help individuals manage their finances effectively.

You can easily get in touch with them by calling Phone: 1582720511 or visiting their website at Website: wealth-matters.co.uk. Wealth Matters specializes in financial planning, making them an excellent choice for anyone looking to manage their finances responsibly.

One of the key features of Wealth Matters is their accessibility. They offer Online appointments for those who prefer to conduct their business virtually, as well as Onsite services for those who prefer in-person meetings. Additionally, the location is Wheelchair accessible with a wheelchair accessible entrance, parking lot, restroom, and seating, making it easy for everyone to access their services.

Wealth Matters has received numerous positive reviews from satisfied clients, with a Average opinion: 5/5 based on 14 reviews on Google My Business. This is a testament to the high-quality service they provide and the level of care they take in working with their clients.

When visiting Wealth Matters, it's important to note that an Appointment is required to ensure that you receive the attention and service you need. They also have a restroom available on-site for your convenience.

Overall, Wealth Matters is an excellent choice for anyone looking for financial planning services. Their convenient location, accessibility, and high-quality service make them a standout choice. If you're looking to manage your finances effectively, be sure to contact Wealth Matters through their website to schedule an appointment and get started on the path to financial success.

Reviews of Wealth Matters

Sue Powell

5/5

Have been working with Wealth Matters for many years and they have helped us through planning pensions, organising school fees, handling income from parents estates, setting up a trust fund, and other life events. Most recently, one of the female financial advisers has been invaluable guiding me through the process of settling finances following the death of my husband. A true professional, her sensitivity and responsiveness has been been faultless and she has taken time to get to know our family, preferences, and concerns, always taking these into account when offering suggestions. She has also been ably supported by one of her colleagues, who has run multiple scenarios to reassure me that I am not going to run out of money even if I live to 100 years old! Would thoroughly recommend their service.

Matt Jones

5/5

We always wondered whether we had made appropriate provision for our retirement. Wealth Matters have been instrumental in enabling us to set and work towards achieving our goals. The information provided by the professional and friendly team is always made easy to understand through reports and regular reviews. We couldn't recommend Wealth Matters highly enough.

Matthew Hall

5/5

We went to Wealth Matters with a couple of specific questions - and came away not only with answers, but with a holistic assessment of our financial situation and some really valuable recommendations.

Over the last 4 years, Esther has continued to proactively offer advice in a variety of areas and to keep us appraised of our progress towards our financial targets. She knows our goals and priorities and fully takes these into account - and the consistency that comes through working with the same advisor all the time is really reassuring.

The whole team at Wealth Matters are professional and efficient, but also friendly and happy to answer any questions; I'd thoroughly recommend them

Ian Webb

5/5

We have used Wealth Matters for many years now and have found them to be a very professional and knowledgeable team. We have always dealt with Bruce Nash, who is friendly, knowledgeable and very responsive. I have recommended Bruce and WM on many occasions and will continue to do so. Through the advice that we have received from Bruce and WM, they have helped us secure our financial future and enabled us in retirement, to do the things we want to do.

A B

5/5

For a few years had looked for a pension provider but was not satisfied with the standard packages offered at the time. It was 10 years ago that I found Wealth Matters contact via IPSE and met Bruce Nash. Everything was laid out on the table, all facts and figures including risks, costs, etc, completely open and transparent, nothing hidden and has always been this way. Trustworthy and professional advice given regularly. They stand for financial freedom and this too is my destination, no longer a dream but a living reality. Highly recommended. Many thanks to Bruce and Wealth Matters team.
- Asit

Chris Davies

5/5

The expert advice we have received has been incredibly helpful over several years. We have had sound guidance throughout, particularly around some of the more difficult decisions about retirement and the NHS pensions, and the latest review with new projection technology was amazing.
Thanks especially to Esther, Julian and Jackie.
I would strongly recommend Wealth Matters if you are looking for independent financial support and advice

Mark Hannaford

5/5

I had been with my previous financial advisor for many years. Pension was making progress but very slowly. He was happy for me to keep the status quo and let things plod along. I then came across Wealth Matters and had an exploratory meeting. This really opened my eyes to what could be achieved and I switched there and then! Wealth Matters made things happen that I had been told could not be done, my pension has grown beyond all recognition and I'm now entrusting them with further financial matters of mine. The communication has been fantastic, things have been actioned with speed and the whole experience is wonderful with the staff working in a very friendly way to help me get to where I want to be, all my worries about the future have evaporated! I highly recommend them and have given their details to all my family and friends. Trustworthy and delivering on promises, you cannot find better!

Alan Layton

5/5

The people at Wealth Matters have always provided me with great advice and support. The services they provide have allowed me to plan and enter my retirement with confidence.