Achieving Your Financial Ambitions, Together
Matrix Financial is a leading financial advisory firm dedicated to helping you achieve your financial goals. We offer a comprehensive range of financial services designed to cater to your unique financial needs, regardless of your current financial situation or ambitions. Our experienced and qualified financial advisers can help you make informed decisions about your financial future, providing you with the necessary guidance and support to ensure that your financial plans are on track.
Financial Planning Services
At Matrix Financial, we understand that financial planning is a critical aspect of achieving your financial goals. That's why we offer a comprehensive financial planning service designed to help you make informed decisions about your financial future. Our financial planning process involves a thorough assessment of your current financial situation, your financial goals, and your risk tolerance. Based on this assessment, we will develop a customised financial plan that will help you achieve your financial goals in the short, medium, and long term.
Our financial planning services include retirement planning, investment planning, tax planning, and estate planning. We work closely with you to develop a financial plan that aligns with your unique financial goals, risk tolerance, and time horizon. Our goal is to help you achieve financial security and peace of mind, knowing that your financial future is on track.
Wealth Management Services
At Matrix Financial, we believe that wealth management is about more than just managing your investments. It's about preserving and growing your wealth in a way that aligns with your values, goals, and risk tolerance. That's why we offer a comprehensive wealth management service designed to help you protect and grow your wealth.
Our wealth management services include investment management, tax planning, and estate planning. We work closely with you to develop an investment strategy that aligns with your unique financial goals, risk tolerance, and time horizon. Our investment approach is based on rigorous research, disciplined investment processes, and a long-term perspective.
Taxation Services
At Matrix Financial, we understand that taxation can be a complex and confusing area. That's why we offer a comprehensive taxation service designed to help you navigate the complexities of the tax system. Our taxation services include capital gains tax planning, income tax planning, and inheritance tax planning. We work closely with you to develop a tax strategy that aligns with your unique financial situation and goals.
Savings and Investments Services
At Matrix Financial, we understand that savings and investments are crucial components of a well-diversified financial plan. That's why we offer a comprehensive savings and investments service designed to help you grow your wealth in a way that aligns with your unique financial goals, risk tolerance, and time horizon.
Our savings and investments services include unit trusts, collectives, equities, with-profits, fixed interest, investment bonds, national savings products, ISAs, and offshore collectives. We work closely with you to develop an investment strategy that aligns with your unique financial goals, risk tolerance, and time horizon.
Mortgage Services
At Matrix Financial, we understand that buying a home is one of the biggest financial decisions you'll ever make. That's why we offer a comprehensive mortgage service designed to help you find the right mortgage for your unique financial situation.
Our mortgage services include mortgage enquiries, buy-to-let enquiries, mortgage repayment, first-time buyer, remortgaging, standard variable rate mortgages, fixed-rate mortgages, tracker mortgages, cashback mortgages, offset mortgages, second charge mortgages, buy-to-let, self-build mortgages, mortgage guarantee scheme mortgages, and equity release. We work closely with you to find the right mortgage for your unique financial situation.
Equity Release Services
At Matrix Financial, we understand that equity release can be a valuable tool for retirees who want to unlock the value of their home while continuing to live in it. That's why we offer a comprehensive equity release service designed to help you understand your options and make an informed decision.
Our equity release services include drawdown lifetime mortgage, home reversion plan, lifetime mortgage, home income plan, and types of equity release. We work closely with you to help you understand your options and make an informed decision that aligns with your unique financial situation.
Pension Services
At Matrix Financial, we understand that pensions are an important part of your financial plan. That's why we offer a comprehensive pension service designed to help you understand your options and make an informed decision.
Our pension services include national employment savings trust (NEST), occupational pensions / auto enrolment, SSAS, SIPP, executive pension plan, state pension, annuities, and stakeholder personal insurance. We work closely with you to help you understand your options and make an informed decision that aligns with your unique financial situation.
Business Insurance Services
At Matrix Financial, we understand that businesses face unique risks that require specialised insurance coverage. That's why we offer a comprehensive business insurance service designed to help you protect your business from unforeseen risks.
Our business insurance services include pensions & capital, keyperson, employers' liability, professional indemnity, income protection, share protection, directors' & staff benefits, and business insurance. We work closely with you to develop a customised insurance plan that aligns with your unique business risks and needs.
Life Assurance Services
At Matrix Financial, we understand that life assurance is an important part of your financial plan. That's why we offer a comprehensive life assurance service designed to help you understand your options and make an informed decision.
Our life assurance services include investment-linked, whole of life, family income benefit, life assurance, and business assurance. We work closely with you to help you understand your options and make an informed decision that aligns with your unique financial situation.
Health Insurance Services
At Matrix Financial, we understand that health insurance is an important part of your financial plan. That's why we offer a comprehensive health insurance service designed to help you understand your options and make an informed decision.
Our health insurance services include private medical, critical illness, income protection, and general insurance. We work closely with you to help you understand your options and make an informed decision that aligns with your unique financial situation.
Overview
The reviews highlight the exceptional service provided by Matrix Financial and its team, specifically Kelvin Summers. Both reviewers have had positive experiences with the company, praising the professionals' expertise, friendliness, and dedication to their clients.
Advice and Guidance
Reviewers appreciate the sound, friendly, and professional advice they have received from Matrix Financial. The team is proactive in reacting to changing market situations, making timely decisions on clients' behalf. The advisors are knowledgeable and provide informed suggestions regarding clients' financial assets, helping them make informed decisions.
Consultation and Personal Treatment
Both reviewers commended Kelvin Summers' exceptional consultation skills. He made them feel at ease, was extremely professional, knowledgeable, and courteous. The reviewers appreciated his kind and patient attitude, which made them feel comfortable discussing their financial concerns.
Recommendation
Both reviewers highly recommend Matrix Financial and its team, particularly Kelvin Summers. They valued the peace of mind they received from the company's guidance and expertise, and would not hesitate to use their services again.
