At Matrix Wealth Planning Ltd, we provide face to face wealth management advice to individuals and businesses. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.
Services
Matrix Wealth Planning Ltd was established in 2012 by Barry and Caroline Gordon following a successful eight years with a Partnership known as Matrix Associates. Prior to joining St. James's Place Wealth Management, the Practice was providing independent financial advice for fourteen years. Our advice is tailored to suit the needs of each client as we recognise no two clients are the same.
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