Welcome to Matrix Financial

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 that works best for your requirements, helping us to stay totally committed to providing professional financial solutions. We offer IFA services in Cambridge, and to clients across East Anglia and the South-East.

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 our focus: 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.

It all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a financial 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.

We offer independent financial and mortgage broker advice tailored to your needs. 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

  • 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

We’re independent financial advisers 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 or business insurance. At our initial consultation, we’ll discuss not only your 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. Instead, our focus is on providing you with all the information you need to make the right choice.
Our IFA services don’t end there, though. If you’ve got any questions about your investments or insurance products, you can get in touch with us at any time. Our team of independent financial advisers and 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 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 for the future. We’ll also explain the various different products available; including fixed-rate, cashback and tracker mortgages.

If you’re thinking of renting a property out, we can also 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 or a seasoned homeowner looking to upgrade your home, our team of mortgage advisers are here to help.