Matrix Financial Limited

Independent Financial Adviser  Tofino House, Cambridge, Cambridgeshire, CB5 8DT
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FCA authorised
Last authorised 10th May 2021
We assist clients to achieve their financial goals and objectives through comprehensive financial planning
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Kelvin Summers
Principal
About us

Matrix Financial Limited provides a comprehensive, professional, 'general practitioner' service. We offer advice on investments, pensions, protection, offshore investments, mortgages and investment advice to expatriates. We work on a fee basis. All costs will be discussed at your first meeting, which will be at our cost.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Tofino House, 32, Newmarket Road, Cambridge, Cambridgeshire, CB5 8DT

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