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Matrix Downloadable Content

Guides

Download one of our guides or case studies below.

Bereavement Guide: Practical help and support for those who have been bereaved

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Exempt Gifts: A practical guide

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Financial Abuse: Warning Signs

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Sudden Wealth: Sudden Wealth

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Shareholder Protection: Fact Sheet

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Bereavement Guide: A practical guide for financial advisers supporting bereaved clients

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Vulnerability - Policy and Guidance

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Trusts: 7 things to know

before writing a letter of wishes.

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Sudden Wealth: Children experiencing Sudden Wealth

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Key Person Cover: Fact Sheet

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Matrix Capital Limited

Unit 13 The Hay Yard

Anchorage Avenue

Shrewsbury Business Park

Shrewsbury,

Shropshire

SY2 6NH

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.

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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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