Julian Gilbert

Julian Gilbert

Founder and Director

London

wealth-matters.co.uk

Wealth Matters
Julian Gilbert is Managing Director and Founder of Wealth Matters, a financial planning firm with offices in London and the Home Counties.

Career Overview

With an unwavering commitment to financial excellence, Julian Gilbert has been at the forefront of empowering clients to reduce taxes, invest wisely, and retire on their terms for over two decades. Established in 1999, Wealth Matters stands as one of the 76 Accredited Financial Planning firms in the UK, embodying a vision of excellence, optimism, and passion.

Education and Early Career Summary

A graduate of Aston University with a Bachelor of Science in Business Administration, Julian embarked on a journey in sales and sales management before discovering his passion for financial services during a stint in Sydney, Australia. Upon returning to the UK, he joined Canada Life in 1999, laying the foundation for his commitment to financial planning.

In 1999, Julian turned his dream into reality by establishing Wealth Matters, dedicated to providing clients with unparalleled customer service and helping them achieve their financial goals. His journey as a financial planner began in 2005, evolving into a fee-based approach in 2010. Over the years, Julian has amassed a remarkable set of qualifications, including Certified Financial Planner, Chartered Wealth Manager, and the STEP Certificate for Financial Services – Trusts and Estate Planning with a distinction in 2020.

Believing in the importance of highly qualified advisors, Julian has built one of the most qualified teams in Financial Planning in the UK. His commitment to diversity is reflected in the composition of the management team, with a majority of women.

In the News

Julian Gilbert: Building Wealth Matters Through Excellency and Adaptability

News | Published July 31st 2024, 1:33 pm

For Julian Gilbert, the Founder and Director of Wealth Matters, adaptability and a constant pursuit of excellence are simply part of his leadership style.Read more →


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