top of page
Search

Suddenly wealthy but vulnerable too

Updated: Apr 11, 2024

Chartered Financial Planner Robin Melley was recently featured in the Financial Planning Today publication, presenting a case file on a Premium Bonds jackpot winner who became sudden wealthy but was also vulnerable due to her unexpected windfall. 


Reproduced by kind permission of Financial Planning Today, you can find a link to the whole article below.




Comentários

Matrix Capital Limited
Little Hudwick
Monkhopton
Shropshire
WV16 6TG

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


Privacy Policy

​

Cookie Policy

Keep updated

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

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

bottom of page