At the end of July, Wealth Matters (http://www.wealth-
Through moving to Capability Green, Wealth Matters has been able to invest in new facilities and systems, including high specification IT. According to Wealth Matters’ director, Paul Cleworth: “These developments will help us keep abreast of up-to-the-minute market movements, enabling us to offer our clients an even higher quality of service and bring them even greater benefits.”
Wealth Matters’ director, Julian Gilbert explained: “We help entrepreneurs to extract wealth from their businesses in a tax efficient manner. We also show our clients how to exploit such things as property, equities, pension savings and investments in order to help them achieve their financial dreams.”
To introduce existing and potential clients to its new offices, Wealth Matters is holding a series of ‘open evenings’ in September and October. In addition, these events will offer opportunities for guests to network with other businesspeople.
To find out more about these events – and to receive an invitation – please contact Julian Gilbert or Paul Cleworth (tel 01582 720511; email info@wealth-
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Notes for Editors
About Wealth Matters
Wealth Matters aims to combine creative thinking, solid experience and a holistic approach to clients’ financial planning needs. It offers visionary ideas to help its clients meet their objectives, yet at the same time, always offers reliable and accountable advice.
Combining high standards of professional integrity with a genuine partnership approach, it focuses on long term client relationships built on trust, service and regular communication.
It offers a truly independent proposition, providing totally unbiased advice based on studies of the whole financial marketplace.
Further information from:
Julian Gilbert, Wealth Matters: 01582 720511
Bob Little, Bob Little Press & PR: 01727 860405 / 07850 508209
