Achieving Your Financial Ambitions
Matrix Financial is an established financial planning company committed to empowering individuals and businesses to achieve their financial aspirations. We believe that financial planning is a collaborative process, tailored to each client's unique needs and goals. With extensive experience in wealth planning, taxation, savings & investments, mortgages, and pensions, we offer a comprehensive range of services to meet your financial aspirations.
Wealth Planning
Our experienced wealth management team will work with you to safeguard your assets, mitigate risks, and ensure your wealth is protected for the future. We employ sophisticated strategies to build and preserve wealth, considering both short-term and long-term goals.
Taxation
Our qualified tax specialists will guide you through complex tax regulations and filing requirements, ensuring you maximize allowable deductions and minimize your tax burden.
Savings & Investments
We assist you in creating a tailored savings and investment plan tailored to your risk tolerance, goals, and financial circumstances. We offer diverse options to optimize your returns and secure your financial future.
Financial Planning
Through comprehensive financial planning, we identify potential risks and opportunities to align your financial goals with your finances. Our holistic approach considers your entire financial picture to create a sustainable and achievable plan.
Additional Services
- Mortgage advice and guidance
- Equity release solutions
- Pension planning
- Business insurance solutions
Client-Focused Approach
We believe in building strong client relationships based on trust and transparency. We take the time to understand your individual needs, goals, and concerns. Our open and collaborative approach ensures you are actively involved throughout the entire process.
Our Values
- Integrity: We uphold the highest ethical standards and act with transparency and accountability.
- Client Focus: Your needs are our top priority. We are dedicated to providing personalized and tailored solutions.
- Collaboration: We work in partnership with you to achieve your financial goals.
- Sustainability: We advocate for responsible financial planning that promotes long-term well-being.
Overview of Matrix Financial Services
Matrix Financial has received glowing reviews from its clients, praising the company's professionalism, friendliness, and expertise in providing sound financial advice.
Key Strengths
- Proactive Approach: Unlike some financial advisers, Matrix Financial's team, led by Kelvin Summers, is proactive in reacting to changing market situations, ensuring clients receive timely and relevant advice.
- Personalized Service: The company provides informed suggestions tailored to individual clients' needs, taking into account their unique circumstances, such as expat living and working abroad.
- Exceptional Client Care: Matrix Financial is commended for its kind, courteous, and patient approach, making clients feel at ease and reassuring them about their financial decisions.
Testimonials
Clients have expressed their appreciation for the company's services, praising Kelvin Summers' professionalism, knowledge, and sense of humor. One client, in particular, noted that Mr. Summers gave them "the peace of mind I did not think possible to achieve."
