Welcome to Wealth and Finance Matters Limited
We are an expanding family business and take pride in the care we provide to our clients. It is our belief that if you are choosing us to look after your finances, what matters to you, matters to us.
Whether your requirements are for yourself, your family or your business, we can help you achieve your goals through a caring and attentive approach. First we listen, then we review and then we consult.
Our clients tell us that our service is reliable, friendly and informative. We want to put you in charge of your future.
If you are interested in finding out more, please contact us for a no-obligation meeting where we can explain how it all works in more details.
We are a Partner Practice of St. James's Place (SJP) with offices in Hertfordshire, Buckinghamshire, and Cambridgeshire.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
SJP Approved 23/04/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
