With over 60 years combined experience in the financial services industry, the highly qualified Wealth Management Matters team has the skills, knowledge and know-how to guide and grow your business.
Our specialist team brings across-the-board skill sets in all areas of wealth creation and management. This extensive industry experience allows Wealth Management Matters to offer extensive, up-to-date, industry-compliant solutions within a client-focused business model that has the flexibility and scalability to meet the needs of our partner firms at every stage of their business life.
At Wealth Management Matters, we know from first-hand experience that a business is a continually evolving entity, and that growth, change and diversification can be daunting at any level. That is why we are committed to guiding our partner firms through business change, growth, and expansion, and our model provides unique and all-encompassing methods to guide our partner firms through the processes of change and expansion.
Wealth Management Matters believes that collaboration is key to success, and our partner firms benefit from access to a wide-reaching network of like-minded businesses and people, providing an extensive shared pool of tools, information, support and experience.
This collaborative approach brings with it a host of unique advantages and opportunities to our partner firms. With shared knowledge comes a wide range of benefits, such as exposure to key people, effective solutions, industry contacts and, most importantly, unbiased guidance.
At Wealth Management Matters, we don’t just have clients – we have partners. These partners are the focus of our business, and their success is our sole focus.
You support your clients – but who supports you? Wealth Management Matters is devoted to providing our partner firms with not only the practical components necessary to steer your business towards success for both you and your clients, but we also provide effective strategies and solutions for every aspect of your business – from structure, process and people to delivering objectives and outcomes for your clients.
Our unique business model provides genuine, ongoing and tailored business support from our independent and pro-active team, making Wealth Management Matters truly the ultimate solution to evolve your business.
At Wealth Management Matters, we work with our partner firms to gain an understanding of the solutions they need, and we provide the capacity to seamlessly integrate processes and provide the guidance, tools and support you need to achieve your business goals.
Wealth Management Matters is free from institutional ownership, allowing us to provide advice free from bias towards any product, service or platform. This freedom means that we – and by extension our partner firms – are not tied to a rigid or inflexible strategy or bound to use a standard, one-size-fits all solution.
Our responsibility and accountability is first and foremost to our partner firms. Whilst remaining industry compliant, Wealth Management Matters is free to select products and solutions that are client-focused, allowing for true autonomy backed up with the reassurance of industry compliance.