Welcome to Matrix Wealth Planning

At Matrix Wealth Planning, we provide face to face wealth management advice to individuals and businesses.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About us

We pride ourselves on building long-term relationships with clients.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Please get in touch to discuss your financial requirements in more detail.
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Testimonials

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I feel far more confident about the health of my investments since I approached Barry to take me on as a client.  He has taken the time to understand my specific circumstances and investment needs and has provided some very good advice. Barry is proactive and highly personable and al...
Private Client

SJP Approved 05/02/2025

The Partner Practice 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Matrix Wealth Planning is a trading name of Matrix Wealth Limited. Matrix Wealth Limited is registered in England and Wales, Number 14962827. Registered Office: Well Cottage, Bosworth Road, Congerstone, Warwickshire, CV13 6LY.
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Copyright St. James's Place © 2025