Your financial well-being is our top priority
At Money Matters Direct, we pride ourselves on being one of the leading independent financial advisory firms in Weymouth, Dorset. With over 30 years of combined experience in the financial services industry, our team of expert advisers is dedicated to providing personalized financial solutions to individuals, families, and businesses.
Our Services
We offer a comprehensive range of services, including mortgages, pensions, investments, equity release, and protection. Our mortgage advisers have access to the whole of the market, ensuring that our clients receive the best possible deals. We specialize in first-time buyers, home movers, remortgages, product switches, and buy-to-let mortgages. Our experienced team will guide you through the process, ensuring that you receive the most suitable mortgage for your circumstances.
In addition to our mortgage services, we also provide expert advice on pensions, investments, and equity release. Our pensions specialist, Brian Sheppard, has extensive knowledge and expertise in this area, and our investment advisers will work with you to create a tailored investment portfolio that meets your goals and objectives.
Our Approach
At Money Matters Direct, we take a proactive approach to financial planning. We don't just sit back and wait for our clients to call us; we actively manage their accounts, keeping them informed about new products, investment opportunities, and changes in the market that may affect their financial situation. We pride ourselves on being approachable, professional, and committed to delivering exceptional customer service.
Meet the Team
Our team of experienced advisers is led by Director Brian Sheppard, who has over 30 years of experience in the financial services industry. Our team also includes Samantha Aughton, Jake Klust, and Debbie Sheppard, who provide comprehensive support and guidance to our clients. Our Business Support Administrator, Jenny Brothers, is always available to assist with any administrative tasks.
What Our Clients Say
We take pride in the exceptional service we provide to our clients. One of our satisfied clients, Tracey from Dorset, recently commented, "Thank you so much for your kindness and patience that you have shown me throughout the whole process. As you know, it's been a very scary time for me, and it's been made so much easier knowing you were there to help."
Exceptional Service
The majority of reviews for Money Matters are extremely positive, with multiple 5-star ratings. Clients have praised the company's excellent communication, quick service, and helpful staff. Brian and Jenny, in particular, have received high praise for their expertise, knowledge, and customer service. One reviewer went so far as to say that they "can't thank Brian and Jenny enough" for their help with their pension.
Reviews
Multiple reviewers have praised the company's friendly and helpful staff, with one reviewer mentioning that they "v ery friendly and helpful". The company's ability to guide clients through complicated financial matters has also been highlighted, with one reviewer stating that Brian made a complex subject "easily understandable". The professional service provided by the company has also been commended, with one reviewer stating that they received "excellent service".
Dissatisfaction
However, one review stands out as a stark contrast to the others. A reviewer gave the company a 1-star rating and left a scathing review, accusing the company of being a "ripping off" and "untrustworthy". The reviewer claimed that the company made mistakes with paperwork, charged their parents for its errors, and treated them rudely when they requested a refund.
