Regular tweets from award winning Chartered Financial Planners and home of Karen's chocolate chip cookies! Tweets by Robin & Gary
Shropshire, UK
Joined February 2011
- Tweets5.9K
- Following3.5K
- Followers1.6K
- Likes12.1K
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We are delighted to announce that we are an Associate Member of the @ConsumerDuty Alliance and proud of our commitment to achieving high quality consumer outcomes for our clients.
#SafePairOfHands #FinancialPlanning #ConsumerDuty #Collaboration
Read our latest article here: wix.to/R7K1bvL
The MD of Matrix Capital, Robin Melley, was asked to contribute to the Sky News UK Tonight programme with Sarah-Jane Mee, covering the news of Debbie and Richard Nuttall from Lancashire, who won the £61m EuroMillions jackpot!
Watch the interview here
youtube.com/watch?v=N1XtGbu4…
We are extremely proud of our lead team member, @RobinMelley, who has been awarded fellowship of The London Institute of Banking and Finance @StudyLIBF 🙌
#FinancialPlanning #SafePairOfHands matrixcapital.co.uk/library/…
In his Podcast, Tom Browne of Money Marketing points out, Luke Littler’s £200,000 prize is only the start!
As experts in this field we can offer a safe pair of hands, get in touch and we will send you our guide on sudden wealth.
tinyurl.com/3hyz8nr5
The 1st of each month is the day that two lucky NS&I Premium Bonds holders from Warwickshire and Nottingham bank their £1,000,000 jackpot prize. Read my article on the challenges sudden wealth can pose.
You can also download our free practitioners guide.
matrixcapital.co.uk/answers-…
Matrix Capital retweeted
Frankwell Main and Riverside car parks in Shrewsbury have been closed today as the River Severn rises.
shropshirelive.com/2023/12/2…
Matrix Capital retweeted
Heartwarming to receive a lovely gift of thanks from a client 😊
#FinancialPlanning @Harrods @SOLLAadvice @STEPSociety
No client meetings today but some amazing views for the office on this frosty morning! ❄️
@shropshirelive @LoveBridgnorth #Shropshire #FinancialPlanning
Offering to pay for all or part of your grandchildren's education may seem straight forward, however, it's crucial to consider the implications and potential tax liabilities. Click the link below to read our blog on how we can offer advice:
matrixcapital.co.uk/library/…
Matrix Capital retweeted
Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice?
This new webinar looks at the key building blocks of good advice and the practical steps firms have taken.
Learn more and register bit.ly/49Gx1cJ
#ConsumerDuty
Join Robin Melley in this insightful video as he talks about how to support those closest to you.
youtu.be/6TLumILfgYg?si=Cvnc…
If you would like to discuss this subject in greater detail with us please message or email us at [email protected] to schedule a meeting.
You know you’re doing something right when you receive an email like this after an exploratory meeting with the attorneys for a new later life client in a care home:
“We all felt very comfortable and confident after our meeting” 😊
@SOLLAadvice
What a beautiful autumnal day at our office in #Shropshire
Uplifting @LoveBridgnorth 😊
Matrix Capital retweeted
Pensions are far more than a way to save for your retirement.
In this article @RobinMelley from @matrixcapital explains how to use pensions in your financial planning, including different types of pensions.
Read more in the article: bit.ly/3QDrE6A
#Pensions
An interesting case study about how an @nsandi #PremiumBonds Jackpot winner was left in vulnerable circumstances as a result of misguided actions by her sons and attorneys who gifted most of her winnings
@STEPSociety @SOLLAadvice linkedin.com/posts/robinmell…
Matrix Capital retweeted
Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC
#ConsumerDuty #FinancialPlanning
@CISI @pfsconf @StudyLIBF @SOLLAadvice
Matrix Capital retweeted
#Shropshire #Weather Mostly dry with sunny spells today, although a few very isolated showers are possible. Breezier by the afternoon. A high of 17C.
