Matrix Capital

We are delighted to announce that we are an Associate Member of the @ConsumerDuty Alliance and proud of our commitment to achieving high quality consumer outcomes for our clients. #SafePairOfHands #FinancialPlanning #ConsumerDuty #Collaboration

Read our latest article here: wix.to/R7K1bvL

Check out my blog post wix.to/1Ml8HeQ #newblogpost

The MD of Matrix Capital, Robin Melley, was asked to contribute to the Sky News UK Tonight programme with Sarah-Jane Mee, covering the news of Debbie and Richard Nuttall from Lancashire, who won the £61m EuroMillions jackpot! Watch the interview here youtube.com/watch?v=N1XtGb…

We are extremely proud of our lead team member, ⁦@RobinMelley⁩, who has been awarded fellowship of The London Institute of Banking and Finance ⁦@StudyLIBF⁩ 🙌 #FinancialPlanning #SafePairOfHands matrixcapital.co.uk/library/anothe…

In his Podcast, Tom Browne of Money Marketing points out, Luke Littler’s £200,000 prize is only the start! As experts in this field we can offer a safe pair of hands, get in touch and we will send you our guide on sudden wealth. tinyurl.com/3hyz8nr5

The 1st of each month is the day that two lucky NS&I Premium Bonds holders from Warwickshire and Nottingham bank their £1,000,000 jackpot prize. Read my article on the challenges sudden wealth can pose. You can also download our free practitioners guide. matrixcapital.co.uk/answers-to-the…

Frankwell Main and Riverside car parks in Shrewsbury have been closed today as the River Severn rises. shropshirelive.com/2023/12/27/new…

Heartwarming to receive a lovely gift of thanks from a client 😊 #FinancialPlanning @Harrods @SOLLAadvice @STEPSociety

No client meetings today but some amazing views for the office on this frosty morning! ❄️ @shropshirelive @LoveBridgnorth #Shropshire #FinancialPlanning

Offering to pay for all or part of your grandchildren's education may seem straight forward, however, it's crucial to consider the implications and potential tax liabilities. Click the link below to read our blog on how we can offer advice: matrixcapital.co.uk/library/advisi…

Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice? This new webinar looks at the key building blocks of good advice and the practical steps firms have taken. Learn more and register bit.ly/49Gx1cJ #ConsumerDuty

Join Robin Melley in this insightful video as he talks about how to support those closest to you. youtu.be/6TLumILfgYg?si… If you would like to discuss this subject in greater detail with us please message or email us at info@matrixcapital.co.uk to schedule a meeting.

Thrilled to be in the @NewModelAdviser #Top100 again this year! #FinancialPlanning

You know you’re doing something right when you receive an email like this after an exploratory meeting with the attorneys for a new later life client in a care home: “We all felt very comfortable and confident after our meeting” 😊 @SOLLAadvice

What a beautiful autumnal day at our office in #Shropshire Uplifting ⁦@LoveBridgnorth⁩ 😊

Pensions are far more than a way to save for your retirement. In this article @RobinMelley from @matrixcapital explains how to use pensions in your financial planning, including different types of pensions. Read more in the article: bit.ly/3QDrE6A #Pensions

@ITinformed @financialwalker Sadly, the @pfsconf has lost relevance since the @CIIGroup forced control of the board. Many are shocked with the appalling behaviour of the CII Board members, who have demonstrated a complete lack of competence and moral compass; and irreparable damage they have inflicted.

Whose going to the PFS conference on Thursday? Guess ther may be lots of discussion about this but in meantime, If you agree with @financialwalker and many others-please sign and or share 🙏

An interesting case study about how an ⁦@nsandi⁩ #PremiumBonds Jackpot winner was left in vulnerable circumstances as a result of misguided actions by her sons and attorneys who gifted most of her winnings ⁦@STEPSociety⁩ ⁦@SOLLAadvice⁩ linkedin.com/posts/robinmel…

Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC #ConsumerDuty #FinancialPlanning @CISI @pfsconf @StudyLIBF @SOLLAadvice