Wealth Matters

Finance · United Kingdom · 11-50 Employees

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Overview

Headquarters

E Cmn, Harpenden, Hertfordshire, AL5 1DA...

Phone Number

+44 1582720511

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Wealth Matters

Wealth Matters is a financial planning firm based in the Home Counties, specializing in bespoke financial, estate, and investment planning for professionals, freelance contractors, and business owners. Established in 1999, the company aims to simplify financial management and help clients achieve their future goals with confidence. Their dedicated team focuses on understanding individual client needs and regularly reviews plans to ensure they remain on track. With a commitment to ethical practices and personalized service, Wealth Matters has built a reputation for excellence over 25 years.Explore more
Wealth Matters's Social MediaPopular SearchesWealth Matters LtdWealth MattersWealth Matters Financial Planning LLPSaving Matters LLPWealth Matters Ltd - Independent Financial Planner...SIC Code 62,628NAICS Code 52,523Show more

Wealth Matters Org Chart

PhoneEmail
JM
United Kingdom flag for contact location.

Financial Advisor

PhoneEmail
WA
United Kingdom flag for contact location.

Personal Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Matters

$5.1M
11-50
Private
-
1999
JM
James MahoneyFinancial Advisor
$10.7M
11-50
Private
-
2013
N/A
$6.6M
11-50
Private
-
1997
LS
Lakisha SmithOffice Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2009
RC
Ricardo CadenaFinancial Advisor
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Matters is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Matters is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Matters.

Wealth Matters Tech Stack

A closer look at the technologies used by Wealth Matters

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Frequently Asked Questions Regarding Wealth Matters

What is Wealth Matters's official website?
Wealth Matters's official website is www.wealth-matters.co.uk
What is Wealth Matters's Revenue?
Wealth Matters's revenue is $5.1 Million
What is Wealth Matters's SIC code?
Wealth Matters's SIC: 62,628
What is Wealth Matters's NAICS code?
Wealth Matters's NAICS: 52,523
How many employees does Wealth Matters have?
Wealth Matters has 11-50 employees
What industry does Wealth Matters belong to?
Wealth Matters is in the industry of: Finance, Securities Trading
What is Wealth Matters competition?
Wealth Matters top competitors include: Cotswold Wealth Solutions, County Capital Wealth Management, Clarity, TKV Financial Management
What technology does Wealth Matters use?
Some of the popular technologies that Wealth Matters uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Wealth Matters?
Wealth Matters contact info: Phone number: +44 1582720511 Website: www.wealth-matters.co.uk
What does Wealth Matters do?

Wealth Matters is a financial planning firm based in the Home Counties, specializing in bespoke financial, estate, and investment planning for professionals, freelance contractors, and business owners. Established in 1999, the company aims to simplify financial management and help clients achieve their future goals with confidence. Their dedicated... team focuses on understanding individual client needs and regularly reviews plans to ensure they remain on track. With a commitment to ethical practices and personalized service, Wealth Matters has built a reputation for excellence over 25 years.Read More

What are Wealth Matters social media links?
Wealth Matters Linkedin page Wealth Matters Twitter page Wealth Matters Facebook page
Is Wealth Matters a public company?
Wealth Matters is private company therefore does not currently have an official ticker symbol
See more information about Wealth Matters

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