Insights

Holistic Planning Target firms seeking comprehensive, fee-based financial planning with a structured six-stage Financial Empowerment Programme to differentiate from typical advisory models.

Tech-Driven Advisory Pitch to prospects emphasizing invested in back-office systems and leading-edge software to increase advisor time with clients, suggesting scalable service for high-net-worth individuals or families.

Fee-Based Advantage Highlight the transparent fee-based model with no initial obligation, potential for fee-offsets from commissions, and potential for enhanced client trust and long-term retention.

Awarded Brand Leverage recognition from STEP Private Client Awards to establish credibility when approaching prospective clients and referral partners in the private client and succession planning space.

Growth Readiness With revenue in the mid-range and a small employee base, present opportunities for strategic partnerships, white-label services, or outsourced capabilities to scale client onboarding and portfolio management.

Matrix Capital Financial Planning Tech Stack

Matrix Capital Financial Planning uses 8 technology products and services including Wix, WordPress, MySQL, and more. Explore Matrix Capital Financial Planning's tech stack below.

Wix

Content Management System

WordPress

Content Management System

MySQL

Database

Wix eCommerce

E-commerce

Zoho Mail

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

Microsoft

Miscellaneous

Matrix Capital Financial Planning Email Formats	Example	Percentage
First@matrixcapital.co.uk	John@matrixcapital.co.uk	100%

Matrix Capital Financial Planning Email Formats

Example

Percentage

First@matrixcapital.co.uk

John@matrixcapital.co.uk

100%

Frequently Asked Questions

What is Matrix Capital Financial Planning's phone number?

You can contact Matrix Capital Financial Planning's main corporate office by phone at

+44-1746-71****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matrix Capital Financial Planning's official website and social media links?

Matrix Capital Financial Planning's official website is matrixcapital.co.uk and has social profiles on LinkedIn.

How much revenue does Matrix Capital Financial Planning generate?

As of October 2026, Matrix Capital Financial Planning's annual revenue is estimated to be $250M - $500M.

What is Matrix Capital Financial Planning's NAICS code?

Matrix Capital Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Matrix Capital Financial Planning have currently?

As of October 2026, Matrix Capital Financial Planning has approximately 9 employees across 2 continents, including Europe and North America. Key team members include Chief Executive Officer: R. C., Founder And Managing Director: R. M. T. C. and Director: J. W. Explore Matrix Capital Financial Planning's employee directory with LeadIQ.

What industry does Matrix Capital Financial Planning belong to?

Matrix Capital Financial Planning operates in the Financial Services industry.

What technology does Matrix Capital Financial Planning use?

Matrix Capital Financial Planning's tech stack includes Wix, WordPress, MySQL, Wix eCommerce, Zoho Mail, Google Cloud, Sentry and Microsoft.

What is Matrix Capital Financial Planning's email format?

Matrix Capital Financial Planning's email format typically follows the pattern of First@matrixcapital.co.uk. Find more Matrix Capital Financial Planning email formats with LeadIQ.

When was Matrix Capital Financial Planning founded?

Matrix Capital Financial Planning was founded in 2004.

Matrix Capital Financial Planning

Q: What technology does Matrix Capital Financial Planning use?

Matrix Capital Financial Planning's tech stack includes Sentry, WebsiteBuilder, Bootstrap, Wix eCommerce, Priority Hints.

Q: What is Matrix Capital Financial Planning's NAICS code?

Matrix Capital Financial Planning's NAICS code is 52 (Finance and Insurance).

Financial ServicesEngland, United Kingdom2-10 Employees

Matrix Capital Financial Planning is a financial services firm based in Bridgnorth, England, United Kingdom, employing 2 to 10 people. The company provides personal financial planning services and has developed a six-stage framework, the Financial Empowerment Programme, to help clients assess their current position, future needs, and paths to their goals. It emphasizes a client-centric approach supported by back-office software and quality-assured technical support, enabling advisers to spend more time with clients and reducing guesswork in advice. The initial consultation is offered without charge or obligation, and engagements are fee-based with an agreed annual fee; commissions are offset against fees, and any commissions received may be passed to clients by reducing product charges, enhancing investments, or crediting the fee account. The firm was recognized as Financial Adviser Team of the Year at the STEP Private Client Awards in 2022, reflecting its industry recognition. Further information is available at matrixcapital.co.uk.

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