Money Matters FS Ltd

Independent Financial Adviser  5 Park Street, Weymouth, Dorset, DT4 7DQ
First meeting at adviser's own cost
We are the friendly financial experts and our clients keep coming back so try us and see for yourself.
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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SIPPs
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Stakeholder
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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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Equity release
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Flexible mortgages
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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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OEICs
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Offshore 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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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Brian Sheppard DipFA: CeRER: MIFS
Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mrs Samantha Aughton
Mortgage Adviser/Paraplanner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Miss Vicki Winter
Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

Money Matters FS Ltd has over 30 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 Pensions, Investments, Equity Release & Mortgages but we also advise on Personal Protection products such as life cover & income protection. Give us a call, 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.

Where to find us
Head office address: 5 Park Street, Weymouth, DT4 7DQ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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