Money Matters FS Ltd

Independent Financial Adviser 5 Park Street, Weymouth, Dorset, DT4 7DQ
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Group pensions
    • Group protection
Meet our advisers
Brian Sheppard DipFA: CeRER: MIFS
Director
Karis Berry CeMAP
Mortgage Adviser
Where to find us

5 Park Street, Weymouth, Dorset, DT4 7DQ

Make an enquiry
About us

Money Matters FS Ltd has over 25 years experience in dealing with all aspects of financial planning. We have central office premises, where clients can call in and discuss their requirements in a relaxed environment. We specialise in Mortgages (including Equity Release), Investments & pensions but we also advise on Personal Protection products such as life cover & income protection. Give us a ring, send us an email or pop in where you will receive a warm and friendly welcome.

Our services

We are at the forefront of technology, providing clients with their own personal webpage viewable anywhere in the world which provides real time valuations for investment and pension plans. Secure 2-way messaging and historical portfolio views are also provided. Applications are available for mobile devices including ipad, Iphone, Blackberry & Google Android. We are experts at unlocking frozen, preserved or paid up pension plans; we also provide advice on and create investment portfolios tailored to each individual. We arrange millions of pounds worth of mortgage lending every year. We provide unbiased advice on Equity Release.

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

Money Matters Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority (FCA).

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