Welcome to Matrix Financial

We’re a team of independent financial advisers based in Cambridge, Suffolk, Hertfordshire and Essex. Our practice covers all areas of financial planning, allowing us to recommend the investment product that works best for your requirements, helping us to stay totally committed to providing professional financial solutions.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01223 365340 or complete our short enquiry form and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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Being based in four very different areas – Cambridge, Suffolk, Hertfordshire and Essex – we have a wealth of experience with people from all financial backgrounds. That’s how you know our highly experienced financial advisers and mortgage brokers can offer you a bespoke financial and mortgage advice service, specifically tailored to your individual needs and circumstances.

  • I have been using Matrix Financial for many years now and have always received sound, friendly and professional advice. Unlike some financial advisers I have used in the past, Kelvin Summers and his team do not wait for an annual review before reacting on my behalf to changing market situations. Also they gave me informed suggestions with regard to my financial assets, when as an ‘expat’ living and working in Spain, I retired and moved back to the UK.

    D. Williams, Solihull

  • I am expatriate, now resident in Spain, since 2000. Matrix Financial has provided investment advice and managed my portfolio successfully and appropriate to my risk levels, ensuring that my income levels have been maintained. Their regular review service is both important and valuable. I have recommended Kelvin and Matrix Financial to many of my friends and will contiue to do so.

    P K Jones, Spain

  • 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.

    T.Webb, Dorset

  • 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.

    TJ Salih Chartered Physiotherapist, Back2normal, London

  • 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.

    Gillian Trier, Yorkshire

  • 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.

    David LLB, London

  • 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!

    Christopher Murphy, Director, Physio UK Ltd, Epsom