Matrix Capital Limited

Independent Financial Adviser Little Hudwick, Monkhopton, Bridgnorth, Shropshire, WV16 6TG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Award winning Midlands based IFA. Also famous for Karen's freshly baked chocolate chip cookies!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Robin Melley FPFS, ACSI.
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gary Matthews FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Quite frankly, without Robin Melley, Gary Matthews and the team at Matrix Capital we would not have been able to achieve what we have. They had been highly recommended by our accountants and we were impressed by their professional approach. Even so, they still managed to exceed our expectations in terms of their ability and commitment in bringing about extraordinary results for us as clients.
Martyn Webster, Director of Webster-Wilkinson Limited
Robin and Gary have always taken care to make sure that they understand me and what I want to achieve. Having worked with them since 2005, they have demonstrated the highest levels of technical competence and ethical behavior. Their commitment to providing professional advice and long-term service to me as a client has placed me in a position where I now have a pension fund that will provide me with a comfortable retirement.
Denise Horne, Previous Managing Director of UK arm to a large international business
In my opinion, Matrix Capital are the consummate professionals; they are technically spot on, they always did what they said they would do and went way beyond our expectations. It was refreshing to deal with a firm that we never once had to chase - they were continually thinking ahead of us and taking actions before we could blink. The whole team displayed a 'can do' attitude about any problem or situation that arose along the way.
Darren Giles, Managing Director at T Giles Glazing Limited
Where to find us

Little Hudwick, Monkhopton, Bridgnorth, Shropshire, WV16 6TG

Make an enquiry
About us

The ‘Chartered Financial Planner’ accreditation is only awarded to individuals and firms that meet rigorous criteria relating to professionalism and capability.

As with other professions, it is a condition of membership for a Chartered Financial Planner to have committed to a programme of continuous professional development.

This means that clients can trust in the competence and conduct of the financial planner giving advice.

In becoming a Chartered Financial Planner, individuals have to complete a suite of qualifications at least equivalent to a Bachelor’s degree, significantly above the level of academic attainment needed for FCA authorisation to provide financial advice.

Our services

Our areas of specialism include retirement planning, estate and inheritance tax planning and investment advice and service. This is all delivered through our unique, transparent and straightforward Financial Empowerment Programme™.

We work very personally with a limited number of clients and businesses, assisting mainly entrepreneurs, business owners and directors at pre-retirement, at-retirement and post-retirement stages of their lives.

Recent successes include the appointment by National Savings & Investments (NS&I) as the firm of Chartered Financial Planners to give professional advice to £1m Premium Bond jackpot winners.

Not your average IFA!

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Matrix Capital Limited, Little Hudwick, Monkhopton, Shropshire, WV16 6TG is authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate taxation and trust advice. Matrix Capital Limited uses reasonable care to make sure that the information and material appearing on this website is accurate and up-to-date. The information and material on all of the pages of this website is provided as a general description of Matrix Capital Ltd and the services it offers. The information and material contained herein is not intended to and neither does it create any business, contractual or employment relationship and neither is it supplied for any other purpose not explicitly stated. Matrix Capital Ltd is registered in England and Wales (Company No 5278782). Registered address is as above.The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We are entered on the FCA Register No 430282 at www.fca.gov.uk/register/home.do

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