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Matrix Capital @matrixcapital

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

Joined February 2011
  • Tweets 5,874
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  • Followers 1,616
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Matrix Capital@matrixcapital
5 Apr 2023
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
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Read our latest article here: wix.to/R7K1bvL

The two lucky NS&I Premium Bonds customers, who have won the £1m Jackpot in May, live in Outer...

At Matrix Capital, we have dealt with more than 100 jackpot winners over the last 10 years; and have helped many to achieve great outcomes through careful professional financial planning. However, we...

matrixcapital.co.uk
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Check out my blog post wix.to/1Ml8HeQ #newblogpost
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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…

The UK Tonight with Sarah-Jane Mee | King was 'reduced to tears' by...

Watch the UK Tonight with Sarah-Jane Mee for the latest news from a...

youtube.com
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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/…
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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
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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-…

Receiving a lump sum | Matrix Capital

Find out more about how Shropshire Chartered Financial Planners, Matrix Capital Ltd, can support clients how have received a lump sum

matrixcapital.co.uk
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Matrix Capital retweeted
Shropshire Live@shropshirelive
27 Dec 2023
Frankwell Main and Riverside car parks in Shrewsbury have been closed today as the River Severn rises. shropshirelive.com/2023/12/2…
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Matrix Capital retweeted
Robin Melley TEP, CFP™@RobinMelley
22 Dec 2023
Heartwarming to receive a lovely gift of thanks from a client 😊 #FinancialPlanning @Harrods @SOLLAadvice @STEPSociety
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linkedin.com/posts/consumer-…

#consumerduty #financialplanning #financialadvice | Consumer Duty Alliance

Get the unique insights of John Porteous, Nick Eatock and David Ferguson on Thursday 7th December at 10:00am with all three as the special guests of Michael Lawrence. From service design to advice...

linkedin.com
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No client meetings today but some amazing views for the office on this frosty morning! ❄️ @shropshirelive @LoveBridgnorth #Shropshire #FinancialPlanning
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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/…
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Matrix Capital retweeted
Consumer Duty@ConsumerDuty
21 Nov 2023
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
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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 info@matrixcapital.co.uk to schedule a meeting.

How Can I Support Those Closest To Me?

Robin Melley founder of Matrix Capital explains what the five big q...

youtube.com
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Thrilled to be in the @NewModelAdviser #Top100 again this year! #FinancialPlanning
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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
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What a beautiful autumnal day at our office in #Shropshire Uplifting ⁦@LoveBridgnorth⁩ 😊
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Matrix Capital retweeted
AdvisingFamilies
@AdvisingFamily
1 Nov 2023
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
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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…

Exempt gifts guide | Robin Melley TEP CFP™

Question: When is a gift not a gift? This is a question that was referenced in the anonymised NS&I Premium Bonds Jackpot winner case study that I covered at the Just Group plc vulnerability confere...

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Matrix Capital retweeted
Consumer Duty@ConsumerDuty
19 Oct 2023
Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC #ConsumerDuty #FinancialPlanning @CISI @pfsconf @StudyLIBF @SOLLAadvice
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Matrix Capital retweeted
Shropshire Live@shropshirelive
4 Oct 2023
#Shropshire #Weather Mostly dry with sunny spells today, although a few very isolated showers are possible. Breezier by the afternoon. A high of 17C.
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