Matrix Wealth Planning was established in 2012 by Barry and Caroline Gordon following a successful eight years with a Partnership known as Matrix Associates. Prior to joining St. James's Place, the Practice was providing independent financial advice for fourteen years.

We believe that it is important to develop long term relationships with our clients and provide trusted advice and suitable solutions to complex financial matters including:

• Investment Planning
• Retirement Planning and Pension Income Options
• Inheritance Tax Planning
• Business and Personal Protection
• Our advice is tailored to suit the needs of each client as we recognise no two clients are the same. By developing long term relationships and understanding our client’s circumstances we can deliver excellent service at every stage of their financial journey. 

The key focus of our business is developing personal relationships with clients to ensure that we can help them at all stages of their lives when they need financial advice.

We aim to provide clarity and direction through the advice we give to our clients helping them understand the complex financial decisions they face. Clients often need guidance to see the bigger picture and how financial planning can help them achieve their financial goals in the short and longer term.

Our financial solutions are tailored and backed by the St. James's Place advice guarantee.

We are proud of the excellent service that we deliver to our clients and feel it is important to keep clients informed of changes in the financial markets that may affect them.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.