Business Details
At Money Matters FS, we have been providing friendly and independent financial advice for over 30 years, building an excellent reputation across the UK. Our team, with over 50 years of combined experience, specialises in delivering tailored mortgage and financial solutions to meet your unique needs. We take pride in managing over 78 million in client assets, ensuring professional and personalised service at every step. Whether you require pension planning, investment advice, or equity release, our qualified advisers are dedicated to securing the best outcomes for you. We offer face-to-face consultations or remote support via phone, email, or video call, making financial planning convenient and accessible.
Our expertise spans residential and commercial clients, ensuring reliable and expert guidance in all areas of financial planning. Trust us to help you maximise your savings, arrange pension drawdowns, or find competitive mortgage options. With a commitment to customer satisfaction, we strive to exceed expectations in every interaction. Our approachable and professional advisers are here to support you through every financial decision. Let us help you achieve your financial goals with confidence and clarity.
Our expertise spans residential and commercial clients, ensuring reliable and expert guidance in all areas of financial planning. Trust us to help you maximise your savings, arrange pension drawdowns, or find competitive mortgage options. With a commitment to customer satisfaction, we strive to exceed expectations in every interaction. Our approachable and professional advisers are here to support you through every financial decision. Let us help you achieve your financial goals with confidence and clarity.
Services
Pension planning
Investment advice
Equity release
Mortgage advice
First-time buyer mortgages
Remortgages
Buy-to-let mortgages
Life insurance
Income protection
Critical illness cover
Highlights and features
- We have over 30 years of financial advisory experience.
- Our team manages over 78 million in client assets.
- We offer face-to-face or remote consultations for convenience.
- We specialise in pension drawdown and high-return savings.
- Our advisers are fully qualified in equity release and mortgages.
Services
Pension planning
Our pension planning service helps you prepare for retirement with confidence. We provide tailored advice to maximise your savings and ensure a secure financial future. Whether you're saving for retirement or making decisions at retirement, our experts guide you every step of the way.
Mortgage advice
We specialise in arranging mortgages for first-time buyers, home movers, and buy-to-let investors. Our experienced advisers find competitive rates and terms to suit your needs. From start to finish, we ensure a smooth and stress-free process for securing your dream home.
Equity release
Equity release allows you to unlock cash tied up in your property without selling it. Our qualified advisers provide clear, personalised guidance to help you access funds for retirement or other needs. We ensure you understand all options and implications before making a decision.
Investment advice
Make the most of your money with our expert investment advice. We help you achieve better returns than traditional savings accounts by tailoring strategies to your goals. Our advisers ensure your investments align with your risk tolerance and long-term objectives.
Protection insurance
We source the most cost-effective life, income protection, and critical illness cover for your needs. Our team compares providers to find policies that offer security and peace of mind. Protect your loved ones and income with solutions tailored to your circumstances.
