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The Financial Empowerment Programme™
What exactly is The Financial Empowerment Programme™?


It is the process of determining and achieving your life goals through professional financial planning and the proper management of your wealth and finances.

The Planning Review Programme™


This stage recognises that effective financial planning is a continuous process and not a one-off event. Progress of your plan is reviewed (usually on an annual basis) and modified to take account of changes to your circumstances. This review provides an opportunity for you to reassess your aspirations and to review your financial plan in the light of performance and any changed circumstances.


The Matrix Capital Team employ a powerful mix of mathematical reasoning and emotional understanding to ensure that you continue to receive the best possible service.


Following the review, Private Clients will receive a revised copy of The Strategy Platform™ Report reflecting any agreed amendments to your financial planning. Otherwise, a written summary of any issues arising from the review meeting will be provided.

The level of service provided is determined through discussion with you. Our aim is to reflect your particular needs and aspirations within the service provided.

“The value of your investments can fall as well as rise and is not guaranteed”.

The six steps to Financial Empowerment


The Financial Empowerment Programme™ consists of six stages designed to assist you with taking a holistic approach to professional financial planning.


Working through these stages will allow you to establish where you are now, what you may need in the future and how you may reach your goals and achieve your aspirations.


In summary, The Financial Empowerment Programme™ provides direction and meaning to your financial decisions. It offers an understanding of how each financial decision you make affects other areas of your financial position. For example, making a large gift to a family member may jeopardise your financial position in later life if you required expensive long-term domiciliary or nursing care.


Viewing each financial decision as part of a whole process will allow you to consider the short and long-term effects on your life goals. It could enable you to adapt more easily to life changes and create an element of security that confirm that your goals are on track.

Award winning independent financial advice you can trust.

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