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Gary Matthews FPFS

Chartered Financial Planner

Kolbe A™ Index number is 7672.

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Perfect Saturday Afternoon:

Watching Shrewsbury Town win - so my perfect Saturday afternoons don’t happen that often!

Gary Matthews Chartered Financial Planner

Personal Motto: “Anything worth doing, is worth doing well.”

His professional life commenced in 1986 with one of the ‘Big Four’ UK Banks. He went on to qualify as a Chartered Banker and an Associate of the Chartered Institute of Bankers in Scotland in August 1993. After a successful career within the banking sector, he took up a position with a national firm of wealth managers and qualified as an authorised investment adviser in 2003.

 

Gary viewed being ‘Chartered’ as the hallmark to aspire to in his new chosen profession and worked hard to qualify as a Chartered Financial Planner in 2007 and was later admitted as a Fellow of the Personal Finance Society (FPFS) in 2011. He also a fully qualified Pension Transfer Specialist, holding the Advanced Diploma qualifications in Pensions and Pension Drawdown; and one of only a handful of pension specialists to have achieved a distinction in the Advanced Pensions Diploma.

 

Despite Gary being a highly qualified chartered financial planner, continuing professional development remains high on his agenda having achieved the Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services (Trusts and Estate Planning) and, more recently, the STEP Advanced Certificate in the Administration of Estates.

 

His Unique Ability® is: “Getting results by applying the highest standards of professionalism; the hallmarks of his work are his self-disciplined manner, effective organisational skills and excellent attention to detail.”

Award winning independent financial advice you can trust.

Fellow of The London Institute of Banking & Finance
STEP Financial Advisor Team of the year
Citywire top 100 logo

Accreditations

Financial Vulnerability Charter Logo
Consumer Duty Alliance logo
RQ rating logo
cyber essentials logo

Matrix Capital Limited
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

Tel: 01746 712 900
Email: info@matrixcapital.co.uk


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Regulatory statement

 

Matrix Capital Limited, Little Hudwick, Monkhopton, Shropshire, WV16 6TG is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate cashflow modelling, taxation, estate planning and trust advice. Matrix Capital Limited uses reasonable care to make sure that the information and material appearing on this website is accurate and up-to-date. The information and material on all of the pages of this website is provided as a general description of Matrix Capital Ltd and the services it offers. The information and material contained herein is not intended to and neither does it create any business, contractual or employment relationship and neither is it supplied for any other purpose not explicitly stated. Matrix Capital Ltd is registered in England and Wales (Company No 5278782). Registered address is as above.The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We are entered on the FCA Register No 430282 at www.fca.gov.uk/register/home.do

 

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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