Wealth Matters Ltd, 727 Capability Green, Luton, Bedfordshire, LU1 3LU Tel: 01582 720511 Fax: 01582 730179 www.wealth-matters.co.uk Wealth Matters is directly regulated with theEmail: Financial Conduct Authority ref: 300635 info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
Welcome Points covered in this presentation: 1. Who are Wealth Matters and what do we do? 2. What is Financial Planning? 3. The Wealth Matters Service and Process 4. How Wealth Matters can help you achieve your goals and objectives to reach financial independence
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
Who are Wealth Matters? •
Independent Financial Planners since 1999
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Offering impartial advice from whole of market
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Highly qualified and knowledgeable team, use advanced technology
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In-house Investment system – WRAPSTM
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Currently £110 million under management
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Majority of new clients are referred by existing clients
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Operate under two brands; Wealth Matters Ltd and Savings Matters LLP
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Voted Top 100 Financial Planning firm in the UK by Citywire
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
Who do Wealth Matters work with? Wealth Ma)ers
Freelancers & contractors
Professionals
Small to Medium sized Business Owners
People who value independent advice
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
What is Financial Planning? 1. Iden?fy goals & objec?ves 2. Collect data
6. Review plan
5. Implement plan
Holis/c Financial Planning
3. Analyse informa?on
4. Produce plan
Financial Planning is a process. If the process is followed, the chances of achieving your financial goals and objec?ves are greatly improved.
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
What do Wealth Matters do? Our role is to: Review your circumstances
Listen carefully
Understand your goals
Iden?fy shorQalls
Analyse Risk
Minimize Taxa?on
Produce your financial plan
Develop your strategy Provide educa?on
Communicate regularly Monitor progress
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
The Wealth Matters Service What can you expect from us?
What we ask of you?
Integrity, Honesty & Openness
To be open, frank & honest at all ?mes
Confiden?ality Added Value Excellent Customer Service
To provide us with informa?on requested To make ?me for your financial plan
On-‐going Support Deadlines met A Long Term Partnership
To provide honest feedback To consider referring us
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
The Wealth Matters 4-step process Step 1: 1st Meeting
Discovery mee/ng Step 2: 2nd Meeting
Strategy presenta/on Step 3: 3rd Meeting
Checkpoint & Implementa/on Step 4: On-going support
Reviews
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
Case studies Examples of work we have completed: • Background • Challenges • What we did • The Results
Click on this link to view a case study:h)p:///nyurl.com/kcx5jhr
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
What’s next? • Discuss your goals and ambitions • Review fact-find • Adviser to Explain WRAPSTM • Administration • Next steps
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511
Disclaimers Wealth Ma\ers Limited of 727 Capability Green, Luton Bedfordshire, LU1 3LU is authorised and regulated by the Financial Conduct Authority. Our FCA Registered number is 300635. You can check this on the FCA’s register by visi?ng the FCA’s website – www.fsa.gov.uk/register or by contac?ng the FCA on 0800 111 6768. Please arrange a personal mee?ng with a Wealth Ma\ers adviser for individual advice.
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The value of investments and income can fluctuate (this may par?ally be the result of exchange rate fluctua?ons) and investors might not get back the full amount invested. Past performance is not a guide to future performance. The value of property investments and income from them can go down as well as up and investors may not get back the original amount invested. Your home or property may be repossessed if you do not keep up repayments on your mortgage. The value of property is generally a ma\er of opinion and the true value may not be recognised un?l the property is sold. It may be difficult to sell or realise the value of the property in adverse market condi?ons. Levels and basis of reliefs from taxa?on are subject to change and their value depends on the individual circumstance of the investor. Borrowers will s?ll be responsible for maintaining the payment of any mortgage in the event that the property is not rented out and therefore may wish to make suitable provision for this event. We suggest that you seek legal advice and advice on tax issues before purchasing a property to let. The Financial Conduct Authority does not regulate will wri?ng, school fees planning, taxa?on and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages For further informa?on, please visit our website at www.wealth-‐ma\ers.co.uk
Email: info@wealth-matters.co.uk | Website: www.wealth-matters.co.uk | Tel: 01582 720511