We're a team of independent financial advisers based in Cambridge, Suffolk, Hertfordshire and Essex. Our practice covers all areas of financial planning, allowing us to recommend the investment product that works best for your requirements, helping us to stay totally committed to providing professional financial solutions.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Services
We are Independent Financial Advisers located in Cambridge, specialising in Pensions, Investments & Wealth Preservation/Tax Planning, Mortgages & Protection advice. Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2007 to the newly formed business, Matrix Financial.
Financial planning is essential in order to secure a healthy financial future. Whether you want to go on holiday or pay for your children's university fees, thorough planning can turn your goals into reality. Based in Cambridge, Suffolk, Hertfordshire and Essex, our financial planners can help you devise and implement a strategic plan so that you are able to realise all your financial goals.
We provide a wealth management advice service designed to help you build and sustain your wealth, and protect your assets by minimising any risks, such as your taxation payments. Based in Cambridge, Suffolk and Essex, we have experience providing reliable wealth management services to clients all over the UK.
We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly. We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan.
It should be noted that the information contained in this section relates to English Lasting Power of Attorney and there are differences between the English and Scottish system. There may come a time when, because you are incapable of managing your property and financial affairs or personal welfare, you will need someone to do this for you.
Reviews (2)
David Williams
Sep 09, 2019
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I have been using Matrix Financial for many years now and have always received sound, friendly and professional advice. Unlike some financial advisers I have used in the past, Kelvin Summers and his team do not wait for an annual review before reacting on my behalf to changing market situations. Also they gave me informed suggestions with regard to my financial assets, when as an ‘expat’ living and working in Spain, I retired and moved back to the UK.
Kate Curry
May 22, 2016
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Matrix Finance was recommended by a friend. At my consultation Mr Summers immediately put me at ease, he is very professional, knowledgeable on the particular part of Finance I urgently needed advice on, also extremely kind, courteous, patient - and with great sense of humour. Mr Summers gave me the peace of mind I did not think possible to achieve. I could not recommend him more highly and will be using his expertise again.
