Matrix Wealth Limited

: Well Cottage, Bosworth Road, Congerstone, Nuneaton, Leicestershire, CV13 6LY

: FCA Number: 1000592

Situated near Nuneaton in Leicestershire, Matrix Wealth Limited (FCA registration number 1000592) provides a comprehensive range of financial services. From life insurance to investments and pensions retirement advice, their experienced team offer tailored financial planning, including final salary pension transfers. Located at Well Cottage, Bosworth Road in Congerstone, they extend their services to the surrounding regions, ensuring robust, regulated advice to help navigate your financial journey. Known for their client-focused approach, Matrix Wealth Limited is an excellent choice for those seeking an approachable firm that caters to both first-time buyers and seasoned investors alike. Trust in their commitment to helping secure your financial future.

Their team includes 2 financial advisers. Check FCA registration here.

Matrix Wealth Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Matrix Wealth Limited from the Motorway

From the M42,
at junction 11, take the A444 exit towards Burton upon Trent and/or Measham.
Upon reaching Appleby Magna Interchange, proceed with the fifth exit onto Atherstone Road, also known as A444.
Ensure you stay on the right hand side to remain on Atherstone Road and continue following the A444 route.
At the subsequent roundabout, take the first exit onto Ashby Road, which is also designated as B4116.
Proceed by turning right onto Bilstone Road.
Afterwards, continue onto Twycross Lane.
Then extend your journey onto Twycross Road.
Twycross Road will eventually turn right and transform into Gibbet Lane.
Subsequently, take a left turn onto Bilstone Road.
Continue straight onto Bosworth Road where the destination will be located on your right.

List of advisers under Matrix Wealth Limited:

Matrix Wealth Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.