Business Details
14 Years
experience
Your Trusted Financial Advisers in Hinckley
Matrix Wealth Planning was established in 2012 by Barry and Caroline Gordon following a successful eight-year partnership with Matrix Associates. Our practice focuses on developing long-term relationships with clients to provide tailored financial solutions for complex matters including investment planning, retirement strategies, and inheritance tax planning. We prioritise understanding individual client needs to deliver trusted advice and suitable solutions, backed by the St. James's Place advice guarantee. With over two decades of combined experience in independent financial advice, we aim to provide clarity and direction through our services, helping clients navigate financial decisions at every stage of their lives.Our approach combines personal relationships with professional expertise, ensuring clients remain informed about market changes that may impact their wealth. As an appointed representative of St. James's Place Wealth Management, we offer access to a comprehensive range of wealth management products and services, all regulated by the Financial Conduct Authority.
Services
Investment Planning
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Details
- Year established: 2012
Highlights and features
- We build long-term relationships to understand your unique financial needs
- Our advice is backed by St. James's Place's industry-leading expertise
- We provide tailored solutions for complex financial planning requirements
- Our team has over 20 years' experience in independent financial advice
- We prioritise client education about market changes affecting investments
Associations and certifications
- St. James's Place Wealth Management
- Financial Conduct Authority
What people say
Sound and easy to understand advice
Proactive and highly personable
Brilliant service
Financial headaches sorted
Complex matters explained clearly
Services
Investment Planning
We create customised investment strategies aligned with your financial goals and risk profile. Our approach combines market analysis with personal understanding to optimise portfolio performance. Backed by St. James's Place resources, we offer access to diverse investment vehicles while maintaining transparent communication about market fluctuations.
Retirement Planning
Our retirement planning focuses on creating sustainable income streams while minimising tax liabilities. We assess your current assets, future aspirations, and regulatory requirements to develop comprehensive pension strategies. Regular reviews ensure your plan adapts to changing circumstances and market conditions.
Protection Planning
We design insurance solutions to safeguard your financial security against unforeseen events. Our approach balances life cover, critical illness protection, and income replacement strategies to protect both personal and business interests while maintaining cost-effectiveness.
Corporate Services
Tailored financial solutions for businesses include succession planning, key person insurance, and corporate investment strategies. We help business owners navigate complex financial decisions while aligning with long-term organisational goals and regulatory requirements.
Inheritance Tax Planning
Our specialists develop strategies to minimise inheritance tax liabilities while preserving wealth for future generations. We utilise legal exemptions, trusts, and gifting strategies to create efficient estate plans that comply with current legislation.
People
Barry Gordon
Co-Founder
With over 20 years' experience in financial services, Barry specialises in investment and retirement planning. He focuses on building client trust through clear communication and tailored solutions, maintaining a proactive approach to financial management.
Caroline Gordon
Co-Founder
Caroline brings extensive expertise in protection planning and business financial solutions. Her client-centred approach ensures comprehensive risk management strategies that align with both personal and professional financial objectives.
Questions
What financial services do you specialise in?
We specialise in investment planning, retirement strategies, inheritance tax planning, business protection, and corporate financial solutions tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we operate as an appointed representative of St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
How do you tailor financial advice to individual clients?
We develop long-term relationships to understand your specific circumstances, goals, and risk tolerance, creating bespoke solutions for your financial journey.
What areas do you cover?
We primarily serve clients in Hinckley, Leicester, and Warwickshire, with expertise in local financial planning requirements.
How are investment values managed?
Investment values are directly linked to selected fund performance, with potential for both growth and capital loss, reflecting market conditions.
Do you offer online financial tools?
While we prioritise face-to-face advice, we provide access to St. James's Place's digital resources for portfolio tracking and financial planning.
