I have had the pleasure of working with Kelvin and Matrix Financial for the past 5 years. My initial enquiry was with respect to investments and planning my retirement. Kelvin handled that seamlessly and has continued to update me, check in and make sure the plans I am in are working as best as possible. In addition, further requests regarding a new mortgage were dealt with in the same extremely efficient and friendly manner. There is never any chasing, it all just seems to magically happen, brilliant! Lastly, it is always a pleasure to talk to Kelvin and Matrix Financial and I have been happy to and continue to recommend his services to friends who have reported the same satisfaction. Thanks Kelvin and I wish you continued success in the future.
I have been a client of Matrix Financial for many years now. They have provided me with expert financial planning and investment advice, helped with obtaining mortgages (both personal and buy-to-lets), and have arranged my affairs in the most tax efficient way. I have been working abroad for most of the last 25 years, and left my financial affairs to Matrix. I was most pleasantly surprised to return and find everything in order. Matrix has provided me with quick, friendly, efficient and effective service over the years, I have no hesitation in recommending them to others.
I feel I have been extremely fortunate in having the benefit of the services of Kelvin, Matrix Financial, for around the past 22 years. Since my early days he has offered sound advice about planning finances to meet lifestyle choices, financial obligations and retirement funding. He has on three occasions advised on and progressed mortgage funding to suit my particular financial requirements for home extensions and one recent purchase. He continues to monitor my investments and advise on any advantageous or necessary changes from which I benefit both financially and through peace of mind. Matrix Financial have provided me with this whole range of services designed specifically to meet my own particular needs and aspirations. I recommend them to anyone who feels they too could benefit from such support.
I have used the services of Matrix Financial for over 10 years for mortgages, pension planning, protection and investments for myself and my family and have been amazed by the service that I have received; so much so that I recommend Matrix Financial to everyone I know who may need any financial services. Whenever I have a query, I receive a prompt reply via email or telephone, and often the query is answered immediately. I plan to continue to use Matrix Financial for the foreseeable future.
Matrix financial have been my advisers for 11 years during which time I have found their dedication to providing sound financial advice and investment market awareness, excellent. I have been particularly pleased with the retirement planning where a guaranteed income route was recommended ensuring that, despite the recessionary times of 2008/09, my fund values achieved growth and my retirement income has been maintained.