Business Details
At Money Matters FS, we have proudly served clients for over 30 years, delivering trusted financial advice and solutions across the UK. Our team of independent financial advisers specialises in pensions, mortgages, equity release, investments, and protection, ensuring tailored strategies for every client. With over 78 million in assets under management, we combine professional expertise with a personalised approach to meet your financial goals. Whether you are planning for retirement, securing a mortgage, or optimising savings, our qualified advisers provide face-to-face or remote consultations. We prioritise transparency, reliability, and customer satisfaction, building long-term relationships based on trust.
Our extensive experience and commitment to excellence have earned us an outstanding reputation in the industry. We offer comprehensive financial planning, from pension drawdowns to securing better returns than traditional bank accounts. Our mortgage advisers are highly skilled in arranging residential, buy-to-let, and remortgage solutions. Protection services, including life cover and critical illness insurance, are sourced to ensure competitive rates. Every client benefits from our dedication to delivering stress-free, efficient financial solutions.
Our extensive experience and commitment to excellence have earned us an outstanding reputation in the industry. We offer comprehensive financial planning, from pension drawdowns to securing better returns than traditional bank accounts. Our mortgage advisers are highly skilled in arranging residential, buy-to-let, and remortgage solutions. Protection services, including life cover and critical illness insurance, are sourced to ensure competitive rates. Every client benefits from our dedication to delivering stress-free, efficient financial solutions.
Services
Pension planning
Mortgage advice
Equity release
Investment management
Protection insurance
Savings optimisation
Remortgaging
Buy-to-let mortgages
Pension drawdown
Life cover
Highlights and features
- We have over 30 years of financial advisory experience
- We manage over 78 million in client assets
- Our advisers are fully qualified and highly experienced
- We offer face-to-face and remote consultations
- We provide independent, tailored financial solutions
Services
Pension planning
Our pension planning service helps you prepare for retirement with tailored strategies. Whether saving for the future or managing existing funds, we ensure optimal returns. Expert advisers guide you through pension drawdowns and other options for long-term security.
Mortgage advice
We provide expert mortgage advice for first-time buyers, home movers, and remortgages. Our qualified advisers secure competitive rates and terms tailored to your needs. Face-to-face or remote consultations ensure a convenient, stress-free process.
Equity release
Access cash tied up in your property with our equity release solutions. Qualified advisers explain your options, ensuring you make informed decisions. This service is ideal for retirees seeking additional income without selling their home.
Investment management
Maximise your savings and investments with our professional management services. We help you achieve better returns than traditional bank accounts. Tailored strategies ensure your money works harder for your financial goals.
Protection insurance
We source the most competitive life, income protection, and critical illness cover. Our advisers compare policies to find the best rates for your needs. Protection insurance provides financial security for you and your loved ones.
