Wealth Matters
Financial Planning and Wealth Management
Need some advice on how to make your money work for you?
Our partner Wealth Matters can help; they are the experts and have a long history in financial planning. They are independent too, so they can offer products from the whole market. They tell you the pros and cons of the available options, and then help to guide your decision, offering impartial advice. They specialise in working with contractors and freelancers, but also work closely with entrepreneurs, senior management, company directors and professionals.
Crunch partnered with Wealth Matters because of the multitude of experience and knowledge that Paul & Julian offer clients with financial planning and additionally the high level of customer service and support from the team behind them.
Technology plays a part in their service too. You can monitor all of your investments online and can plan going forward through quarterly bulletins from the team. Even a few Crunch colleagues have used WM to align their investments; nothing better than reassurances from your accountants, is there!
Other services:
Retirement planning - pensions/SIPPs
Savings and investments
Tax planning
Inheritance tax planning
Will write and estate planning
Protection planning (inc. Death in service, Income protection and Critical illness cover)
Personally tested by Founder & MD of Crunch
"The ultimate financial planners with the most amazing on-the-ball customer service I have seen.
I had a mess of frozen pensions from years in the corporates. They sorted the lot out, quickly, efficiently and it's now all online. Thoroughly recommended."
Darren Fell
Laurence Dale
“I have had no hesitation in recommending Wealth Matters’ services to friends, family and associates given their excellent service, enthusiasm for addressing your financial needs and professional manner in which they see through requests."
Laurence Dale – Contractor and Director Celerity Mobile Ltd
Fred Weil
"Thank you for the excellent management of my pension fund; over the last five years. I am delighted that as a result I am able to draw my pension three years earlier than originally planned and this has resulted in my being able to adjust my work life balance to give me more leisure time."
Fred Weil, Director
– InfoIQ Limited
Andy Lyons
“I have been working with the Wealth Matters team for the past 5 or 6 years. They have been extremely pro-active going the extra mile to offer innovative financial products, staying ahead of market trends and offering a persona
lised service tailored to my specific requirements. A truly entrepreneurial company, arranging seminars on a range of subjects, they are acutely aware of the issues encountered by contractors and small business owners and I would highly recommend their services to anyone seeking pensions, mortgage or investment advice.”
Andy Lyons, Director – Kellyon Consulting
PDF resources
Knowledge is power, have a look at our free guides from Wealth Matters – they are useful!
Free Consultation for all Crunch Clients!
The free face-to-face meeting is available at the offices of Wealth Matters in Luton, Beds, or within a 50 mile radius. All other appointments will be via telephone.