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About Matrix Capital Financial Planning

We know that every client is unique with their own set of circumstances and aspirations. Our experience also indicates that the best personal service needs to be supported by the best back-of-house systems to ensure that we continue to exceed our clients’ expectations. We have therefore invested heavily in leading edge software and quality assured technical support services so that our key advisors can spend more time working directly with clients. We do not follow the ‘rule of thumb’ and our approach removes guesswork and also creates precision within our advice. We have also developed a unique holistic approach to financial planning, the Financial Empowerment Programme™. Its six linked stages allow clients to work out where they are now, what they may need in the future and how they may reach their goals and aspirations. You will not be charged for or placed under obligation from your initial meeting. We begin by gaining a full understanding of each individual’s hopes and aspirations for the future and conduct a full appraisal of their financial situation. From this data, and based upon agreed assumptions, we are able to carry out detailed analysis to determine what actions need to be taken by you in order to achieve your objectives. We meet on a regular basis to report on the performance of each element of your portfolio, to gather up-to-date information from you and to make adjustments to your financial plans. We are completely fee based rather than commission. Our service is therefore based on an agreed annual fee, and any commissions generated will be offset against our fees. Should we receive any initial or indemnity commission from a service provider, this will be passed on, either by reducing the product charges, enhancing the investment or simply by crediting the commission to your fee account. To learn more about us, visit our website www.matrixcapital.co.uk

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