Independent Financial Advice & Mortgage Services

We’re a team of independent financial advisers in Cambridge. Our practice covers all areas of financial planning, allowing us to recommend the investment product or mortgage that works best for your requirements. We offer IFA services to clients in Cambridge and across East Anglia and the South-East.

We can help you achieve financial security by providing you with information and advice that will help you to make informed decisions regarding your financial planning arrangements. Our financial advice and mortgage broker services are tailor-made to your current financial circumstances.

To attain your financial goals, your dedicated Matrix Financial adviser or mortgage broker will get a clear understanding of your present circumstances, then formulate a plan to help you realise your objectives.

Our ambition is to assist you every step of the way along your financial journey. Getting the best financial advice and working with a trusted mortgage broker is the best way to reach your goals, secure your family’s future and protect your assets.

To take the first step on your journey to success, please call us today on 01223 365340 or, if you prefer, use our enquiry form which is quick to complete.

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.

GENERAL ENQUIRY FORM

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  • 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

  • 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

IFA Services

Our IFA team are based in Cambridge and it’s our job to ensure your money is invested as effectively for you as possible. We take pride in our unbiased, friendly approach with a focus on listening first, then identifying the best options for your specific needs.

We offer impartial advice on everything from pensions and wealth management to health and business insurances. At our initial consultation, we’ll discuss not only your current financial situation but also your plans for the future. Then we’ll present you with a range of products that match your requirements. There’s never any pressure to commit; our focus is on providing you with all the information you need to make the right choices.

Our IFA services don’t end there. If you’ve got any questions about your investments, insurance products or other financial plans, you can get in touch with us at any time. Our team of independent financial advisers are just an email or phone call away.

Mortgage Adviser Services

You’ve found the perfect property – now the next step is to fund your purchase. There’s a bewildering range of mortgages on the market and knowing which one to select can be tricky. That’s where our team of mortgage advisers come in. We’re based in Cambridge and help clients across the country.

We’ll talk you through all your mortgage options, factoring in your monthly budget, how long you want the mortgage to run for and your long-term plans. We’ll also explain the various different products available, including fixed rate, cashback, and tracker interest rate products; mortgages to help buy your home or move to a better interest rate.

If you’re thinking of buying a property to rent out, we can recommend the best buy-to-let mortgages on the market, enabling you to maximise your potential profit. We can also provide you with advice on self-build mortgage products – ideal if you’ve got a ‘grand design’ in mind.

Whether you’re a first-time buyer, moving home or just looking to upgrade your property; if you’re a new property investor or an experienced landlord building a portfolio, our mortgage brokers are here to help.