Paul Cleworth

Paul Cleworth
Independent Financial Planner – Wealth Matters

I am a fully qualified Independent Financial Planner and Director of Wealth Matters Ltd, a boutique financial planning firm in Luton. I have more than 10 years experience, many of which spent advising contractors and freelancers, helping them on the road to financial freedom.

My job is simply to help my clients make smart choices with their money.  We do this by giving impartial, trustworthy advice, showing you how to:

• Make money

• Save money (and tax)

• Preserve your current wealth

Wealth Matters specialises in working with Contractors, Directors of limited companies, Entreprenuers and Professional clients – motivated clients who want to make a different to their lives financially.

We are accredited members of The Professional Contractors Group (PCG) and have been for over 7 years. Wealth Matters re-wrote the PCG guide to pensions and as such we are are their preferred pensions affiliate.

Working with many existing contractors and as a company director myself, I understand the issues that contractors face in running a business and can offer meaningful advice. As a company we focus on customer service, professionalism and integrity.

Areas of finance I specialise in:

• Financial Planning – creating a strategy to help clients reach their goals.

• Pensions & Retirement Planning

• Self Invested Personal Pensions (SIPPs)

• Savings and Investments

• Business Protection

• Inheritance Tax Planning

• Off-shore planning.

• Tax Planning & Extracting monies from your business tax efficiently

Wealth Matters can help you navigate the minefield that is pension planning and simplify matters for you by creating a meaningful bespoke investment strategy to help you become financially indpendent.

“Planning is bringing the future into the present so that you can do something about it now…Good fortune is what happens when opportunity meets with planning.”

Alan Lakein