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We know that every client is unique with their own set of circumstances and aspirations.

 

So, we offer all prospective clients an exploratory meeting, which carries no obligation to engage. The purpose of the meeting is for us to understand what you are seeking to achieve, for you to hear about us as a team so we can establish whether we can add value for you. If we are not able to add value, we will say so and will try to signpost you to a more suitable advisor.

 

If we agree to proceed, our first step in helping you develop a plan that is right for you involves something we call 'our first conversation', an easy to complete questionnaire which helps you identify the things that really matter to you and to identify any concerns that need to be addressed.

 

We have also developed a unique holistic approach to financial planning, the Financial Empowerment Programme™. Its six linked stages allow you to work out where you are now, what you may need in the future and how you may reach your goals and aspirations.

 

We begin by gaining a full understanding of what you want to achieve and conduct a thorough appraisal of your financial situation. From this data, and based upon agreed assumptions, we can carry out detailed analysis to determine what actions need to be taken by you to achieve your objectives.

 

The results of our analysis are then embodied in a written report delivered face-to-face (or by video call if unsafe to meet in person) which includes generic advice and provides a platform for making strategic decisions. This then enables us to provide generic advice as a precursor to making specific recommendations and to implement your financial plans.

 

Our Investment Philosophy is based on gaining a clear understanding of your attitude to risk and on producing appropriate tailored product and service solutions. In doing this, we review the whole marketplace to find investments that are just right for each client. We rigorously avoid showing any preference for specific providers and will not suggest any changes to your current investments if they are already the best for you.

 

Our recommendations are aimed at achieving a solid long-term rate of return while minimising expenses and taxes and help you to achieve your financial goals without being exposed to unreasonable levels of risk.

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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Please be aware that by clicking onto the external links you are leaving the Matrix Capital website. Please note that Matrix Capital is not responsible for the accuracy of the information contained within the linked site(s) accessible from this page.

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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