Matrix Capital Financial Planning Employee Directory

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.

Find Matrix Capital Financial Planning employees' phone numbers or email addresses

Matrix Capital Financial Planning Global Highlights

Location
Employees

Europe
10

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  • United Kingdom Of Great Britain And Northern Ireland
    10

Asia
1

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  • China
    1

Matrix Capital Financial Planning's Leadership

  • Stylized image of a person
    R. M. T. C.
    Founder And Managing Director
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  • Stylized image of a person
    J. W.
    Director
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  • Stylized image of a person
    A. M.
    Non Executive Director
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    J. K.
    Practice Manager
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  • Stylized image of a person
    M. H.
    Trainee Financial Planner And Technical Support
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  • Stylized image of a person
    N. T.
    Associate
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Matrix Capital Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Matrix Capital Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M. T. C.
    Founder And Managing Director
    Phone icon
    United KingdomEngland
    Apr 13, 2026
  • Stylized image of a person
    J. W.
    Director
    Phone icon
    United KingdomEngland
    Oct 25, 2025
  • Stylized image of a person
    A. M.
    Non Executive Director
    Phone icon
    United KingdomEngland
    Oct 22, 2025
  • Stylized image of a person
    J. K.
    Practice Manager
    Phone icon
    United Kingdom
    May 28, 2026
  • Stylized image of a person
    M. H.
    Trainee Financial Planner And Technical Support
    Phone icon
    United KingdomGreater London
    Sep 18, 2024
  • Stylized image of a person
    N. T.
    Associate
    Phone icon
    United KingdomShropshire
    Feb 04, 2024

Frequently Asked Questions

What is Matrix Capital Financial Planning known for?

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Matrix Capital Financial Planning was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in Bridgnorth, England United Kingdom; you can contact the main corporate office by phone at . Explore Matrix Capital Financial Planning's company overview page for more information.

What is Matrix Capital Financial Planning's most common email format?

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Matrix Capital Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Matrix Capital Financial Planning email formats with LeadIQ.

How many employees does Matrix Capital Financial Planning have currently?

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Matrix Capital Financial Planning has approximately 7 employees as of June 2026. These team members are located across 2 continents, including EuropeAsia.

Who are Matrix Capital Financial Planning's key employees and leadership?

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As of June 2026, Matrix Capital Financial Planning's key employees include:

  • Founder And Managing Director: R. M. T. C.
  • Director: J. W.
  • Non Executive Director: A. M.
  • Practice Manager: J. K.
  • Trainee Financial Planner And Technical Support: M. H.

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