Testimonials
Read some of the feedback received from clients.What I really value about Chris is that he listens first. He doesn’t rush to give advice - he takes the time to understand and then builds a plan that feels right for me. He’s supported me not just with my finances but has gone above and beyond by connecting me with other professionals when I’ve ...
Exceptional advice from our Financial Adviser. No pressure sales. Excellent communication with a face to face yearly meeting.
We have found Ian Wood to be very professional and expert in advising us about our financial affairs in relation to property and pensions as we near retirement. This often involved him in long meetings outside normal working hours but he has always given us his time generously, and with great pat...
David always makes you feel at ease with his friendly and assured manner. He explains things in detail and never puts any pressure on you, one way or the other.
Excellent service and they break down the financial jargon and terminology into English. Their advice and service is spot on. Excellent company and completely trustworthy.
We have been working with Wealth and Finance Matters for a number of years now. They have been very professional in their approach and in their advice given. We do believe we are in the best possible position financially due to our association with W&FM. Nothing is too much bother. Would glad...
Wealth and Finance Matters is a forward-looking company with high standards. The principle, Ian Wood has managed my finances for over 30 years and someone I have full trust in.
Wealth & Finance Matters is a professional, reliable and trustworthy organisation that spends time understanding my financial security goals and uses its knowledge of the financial markets to help me realise those goals.
Solid, great financial advice.
Joel at Wealth & Finance Matters is a fantastic support for me and a trusted Adviser. He's superb, very knowledgeable and I trust his guidance. Joel and his team are always there to help, listen and give as much information as I need. Nothing is too much trouble and they go the extra mile to ...
I really appreciate Joel's proactive approach. He always stays in touch and comes to see us in person. He listens to our needs and explains things clearly. I feel he is looking after us, which gives reassurance and peace of mind.
