At Mattimore Wealth and Wellbeing, we have a passion for people and an aim to help you live your best financial life. We understand that financial stability and security are key components of a fulfilling life, and it's our mission to empower our clients to reach their financial goals with confidence.
A collaboration of two businesses, Mattimore Wealth and Wellbeing and Oakes Financial Planning, we came together in 2023 based on the shared ethos, values and client-focused approaches of Alison Mattimore and John Oakes.
Although John has now retired, Alison continues to bring a wealth of knowledge and expertise to the table, taking a highly-personalised, goals-based approach to financial planning, working closely with clients to understand their unique financial needs and aspirations. Financial wellbeing is a journey, not a destination, and we're committed to supporting our clients every step of the way. Whether it's helping to build wealth, plan for retirement, reduce tax liabilities, or make smart investment decisions, we're here to provide the guidance and support needed to achieve financial independence.
So, if you're ready to take control of your financial future, join us on the journey to financial wellbeing. Let us help you achieve your financial aims and live life with confidence.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.