Welcome to Matrix Wealth Planning Ltd

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


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A brilliant service and nothing was too much trouble. They have sorted out our financial headaches and I now feel confident that our money is in good hands.
Dave Stuckey, Paramedic, Hinckley

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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 Ltd is registered in England and Wales, Number 7936102. Registered Office: Well Cottage, Bosworth Road, Congerstone, Warwickshire, CV13 6LY.