About Us
About Us
We are Independent Financial Advisers located in Cambridge, specialising in Pensions, Investments & Wealth Preservation/Tax Planning, Mortgages & Protection advice.
Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2007 to the newly formed business, Matrix Financial.
In 2018, the business relocated to a new office premises in Cobble Yard, Cambridge. We also have additional offices in Bishops Stortford, Hertfordshire, and another in Huntingdon, Cambridgeshire.
We provide innovative and comprehensive financial planning to meet the lifestyle needs and aspirations of individuals, together with those of our corporate clients. Within the ever changing financial services industry we pride ourselves on providing a completely independent service which is focused on the creation of personalized portfolios based on attitudes to risk and investment objectives. Our knowledge and expertise ensure that as we review products and services from the whole marketplace, the recommendations made are based on client requirements and not linked to specific providers.
Our financial and operational independence means we are free to develop our client proposition and respond to client needs by developing and delivering a broader range of bespoke services.
Over the years, as we have forged strong client and Professional Partner relationship, our service offering has evolved. Today, we make full use of IT not only to manage individual asset and market information internally, but also to provide online portfolio and performance data to clients. This, coupled with regular communication, forms the backbone of Matrix Financial’s Client Service.
Please contact one of our friendly team at the office of your choice below or complete our short enquiry form and we'll be pleased to help you.
About Us
We are Independent Financial Advisers located in Cambridge, specialising in Pensions, Investments & Wealth Preservation/Tax Planning, Mortgages & Protection advice.
Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2007 to the newly formed business, Matrix Financial.
In 2018, the business relocated to a new office premises in Cobble Yard, Cambridge. We also have additional offices in Bishops Stortford, Hertfordshire, and another in Huntingdon, Cambridgeshire.
We provide innovative and comprehensive financial planning to meet the lifestyle needs and aspirations of individuals, together with those of our corporate clients. Within the ever changing financial services industry we pride ourselves on providing a completely independent service which is focused on the creation of personalized portfolios based on attitudes to risk and investment objectives. Our knowledge and expertise ensure that as we review products and services from the whole marketplace, the recommendations made are based on client requirements and not linked to specific providers.
Our financial and operational independence means we are free to develop our client proposition and respond to client needs by developing and delivering a broader range of bespoke services.
Over the years, as we have forged strong client and Professional Partner relationship, our service offering has evolved. Today, we make full use of IT not only to manage individual asset and market information internally, but also to provide online portfolio and performance data to clients. This, coupled with regular communication, forms the backbone of Matrix Financial’s Client Service.
Please contact one of our friendly team at the office of your choice below or complete our short enquiry form and we'll be pleased to help you.
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