Who We Are
At Money Matters Financial Solutions Ltd, we pride ourselves on being a professional and approachable team that truly cares about our clients. We are not just a financial services provider, but a trusted partner that takes the time to understand our clients' unique needs and circumstances. Our team is dedicated to finding the best solutions for our clients, whether it's helping them purchase their first home, refinance an existing mortgage, or navigate the world of pensions and investments.
Our Services
We offer a wide range of financial services, including mortgage advice and guidance, pension planning, investment advice, and equity release solutions. Our experienced team of advisers has over 50 years of combined experience in the financial services industry, ensuring that our clients receive expert guidance and advice. We are committed to providing personalized service and we take the time to understand our clients' unique circumstances, goals, and aspirations.
Mortgage Services
Whether you're a first-time buyer or a homeowner looking to remortgage, our independent mortgage advisers can help you navigate the complex world of mortgages. We specialize in a range of mortgage products, including first-time buyer mortgages, home mover mortgages, remortgages, product switches, and buy-to-let mortgages. We use state-of-the-art software to search the entire mortgage market, ensuring that we find the best deals available to our clients. Our experienced team is also skilled in arranging associated insurance and protection products, such as life insurance and critical illness cover.
Pension and Investment Services
At Money Matters, we understand the importance of planning for your long-term financial future. Our pension and investment services are designed to help our clients achieve their financial goals, whether it's saving for retirement or generating a steady income stream. We offer a range of pension and investment products, including ISA's, SIPPS, and drawdown pensions. Our experienced team can help you create a personalized pension and investment plan that aligns with your financial goals and risk tolerance.
Equity Release Solutions
As people age, their property often becomes their most valuable asset. Our equity release solutions can help our clients unlock the value of their home and use it to fund their retirement or improve their quality of life. We offer a range of equity release products, including lifetime mortgages, home reversion plans, and retirement interest-only mortgages. Our experienced team can help you navigate the complex world of equity release and find the right solution for your needs.
Protection and Savings
We understand that unexpected events can happen, which is why we offer a range of protection and savings solutions to help our clients mitigate risk and achieve their financial goals. Our team can help you create a personalized protection plan that includes life insurance, critical illness cover, income protection, and other relevant products. We also offer savings solutions, such as cash ISAs and fixed-rate bonds, that can help our clients build their savings and achieve their financial goals.
Meet Our Team
At Money Matters, we pride ourselves on being a family-run business that puts our clients first. Our team is composed of experienced and qualified professionals who are dedicated to providing personalized service and expert advice. Our team includes Brian Sheppard, our Director and Pensions and Investments specialist, Debbie Sheppard, our Director and manager, Samantha Aughton, our Mortgage and Equity Release Adviser, Jake Klust, our Mortgage and Equity Release Adviser, and Jenny Brothers, our Business Support Administrator.
Overall Impression
The reviews for Money Matters are mixed, with several positive ratings and one negative review. The majority of reviewers have had positive experiences with the company, praising their excellent service, quick communication, and helpful staff. However, one reviewer had a terrible experience with the company, accusing them of being a "rip-off" and "untrustworthy".
Positive Feedback
Reviewers have praised the company's friendly and helpful staff, noting that they went above and beyond to assist with their financial matters. Brian and Jenny were commended for their expertise and customer service, with one reviewer stating that they made a complicated subject "easily understandable" and "guided me seamlessly through the maze of pension options". The company's communication was also highlighted as excellent, with one reviewer noting that they provided "superb" communication.
Negative Feedback
The only negative review comes from a disgruntled customer who accused the company of being a "rip-off" and "untrustworthy". They claimed that the company made several mistakes, including charging them for their errors and losing important paperwork. The reviewer also reported being spoken to disrespectfully by Brian and another staff member, who allegedly belittled them and asked if they could read.
