Matrix Capital

Regular tweets from award winning Chartered Financial Planners and home of Karen's chocolate chip cookies! Tweets by Robin & Gary

[Matrix Capital @matrixcapital]

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

[Matrix Capital @matrixcapital]

Read our latest article here: https://t.co/rgFR8XRi84

[Matrix Capital @matrixcapital]

Check out my blog post https://t.co/Lqk9Q0pCVc
#newblogpost

[Matrix Capital @matrixcapital]

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

https://t.co/w6MLJRVrI0

[Matrix Capital @matrixcapital]

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 https://t.co/k7q7faGAXM

[Matrix Capital @matrixcapital]

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.

https://t.co/AL0S31uM9L

[Matrix Capital @matrixcapital]

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.

https://t.co/45c4jNCO0R

[Shropshire Live @shropshirelive]

Frankwell Main and Riverside car parks in Shrewsbury have been closed today as the River Severn rises.

https://t.co/3e18rUV2RF

[Robin Melley TEP, CFP™ @RobinMelley]

Heartwarming to receive a lovely gift of thanks from a client 😊

#FinancialPlanning @Harrods @SOLLAadvice @STEPSociety

[Matrix Capital @matrixcapital]

https://t.co/RoVH2JQc6V

[Matrix Capital @matrixcapital]

No client meetings today but some amazing views for the office on this frosty morning! ❄️

@shropshirelive @LoveBridgnorth #Shropshire #FinancialPlanning

[Matrix Capital @matrixcapital]

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:

https://t.co/ypuvkQPujy

[Consumer Duty @ConsumerDuty]

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 https://t.co/TrYLjVWeoe

#ConsumerDuty

[Matrix Capital @matrixcapital]

Join Robin Melley in this insightful video as he talks about how to support those closest to you.

https://t.co/Yxe1SZVHtC

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.

[Matrix Capital @matrixcapital]

Thrilled to be in the @NewModelAdviser #Top100 again this year!

#FinancialPlanning

[Matrix Capital @matrixcapital]

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

[Matrix Capital @matrixcapital]

What a beautiful autumnal day at our office in #Shropshire

Uplifting ⁦@LoveBridgnorth⁩ 😊

[AdvisingFamilies @AdvisingFamily]

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: https://t.co/XGX4V7cvd1

#Pensions

[Matrix Capital @matrixcapital]

@ITinformed @financialwalker Sadly, the @pfsconf has lost relevance since the @CIIGroup forced control of the board.

Many are shocked with the appalling behaviour of the CII Board members, who have demonstrated a complete lack of competence and moral compass; and irreparable damage they have inflicted.

[Matrix Capital @matrixcapital]

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 https://t.co/j9G8GO9JDZ

[Consumer Duty @ConsumerDuty]

Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC

#ConsumerDuty #FinancialPlanning

@CISI @pfsconf @StudyLIBF @SOLLAadvice