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Matrix Financial Limited

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Matrix Financial Limited

Overview:

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.

History:

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 2006 to the newly formed business, Matrix Financial. In 2013, an Investment and Pension office was established in Haverhill (Suffolk). Also an additional Mortgage office in Burwell (Cambridgeshire).

Director Kelvin Summers qualified as a Financial Advisor in 1997 and now has 20 years in the Financial Services Industry.
Kelvin commenced his career in Accountancy with Unilever, later moving to the S&P/Fleming now absorbed by JPM Asset Management. In the 1980's he worked as a training Consultant in BMW and Mercedes Networks IT systems.
Later, he became a Financial Controller then the Dealer Principal in a BMW outlet.
In 1991, he moved to his career in Financial Planning with American Express/ACUMA, Friends Provident until 1997, when he became a Independant Financial Advisor (IFA).
Since then he has focused on Investment, Pension and Protection Planning for Individuals and small companies, also provides Independant Mortgage Advice.

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