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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
11

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  • United Kingdom Of Great Britain And Northern Ireland
    11

North America
2

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  • United States Of America
    2

Matrix Capital Financial Planning's Leadership

  • Chief Executive Officer at Matrix Capital Financial Planning
    R. C.
    Chief Executive Officer
    Mobile Phone
  • Founder And Managing Director at Matrix Capital Financial Planning
    R. M. T. C.
    Founder And Managing Director
    Mobile Phone
  • Director at Matrix Capital Financial Planning
    J. W.
    Director
    Mobile Phone
  • Non Executive Director at Matrix Capital Financial Planning
    A. M.
    Non Executive Director
    Mobile Phone
  • Director at Matrix Capital Financial Planning
    G. M.
    Director
    Mobile Phone
  • Practice Manager at Matrix Capital Financial Planning
    J. K.
    Practice Manager
    Mobile Phone
  • Trainee Financial Planner And Technical Support at Matrix Capital Financial Planning
    M. H.
    Trainee Financial Planner And Technical Support
    Mobile Phone
  • Associate at Matrix Capital Financial Planning
    N. T.
    Associate
    Mobile Phone

Matrix Capital Financial Planning Employee Metrics

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

Contact profiles from Matrix Capital Financial Planning

Name
Title
Contact
Location
Last Update
  • Founder And Managing Director at Matrix Capital Financial Planning
    R. M. T. C.
    Founder And Managing Director
    Mobile Phone
    United Kingdom, England
    Apr 13, 2026
  • Chief Executive Officer at Matrix Capital Financial Planning
    R. C.
    Chief Executive Officer
    Mobile Phone
    Jun 30, 2026
  • Director at Matrix Capital Financial Planning
    J. W.
    Director
    Mobile Phone
    United Kingdom, England
    Jun 24, 2026
  • Non Executive Director at Matrix Capital Financial Planning
    A. M.
    Non Executive Director
    Mobile Phone
    United Kingdom, England
    Jun 27, 2026
  • Director at Matrix Capital Financial Planning
    G. M.
    Director
    Mobile Phone
    UNITED KINGDOM, Shropshire
    Apr 22, 2024
  • Practice Manager at Matrix Capital Financial Planning
    J. K.
    Practice Manager
    Mobile Phone
    United Kingdom
    Aug 30, 2026
  • Trainee Financial Planner And Technical Support at Matrix Capital Financial Planning
    M. H.
    Trainee Financial Planner And Technical Support
    Mobile Phone
    United Kingdom, Greater London
    Sep 18, 2024
  • Associate at Matrix Capital Financial Planning
    N. T.
    Associate
    Mobile Phone
    United Kingdom, Shropshire
    Feb 04, 2024

Frequently Asked Questions

What is Matrix Capital Financial Planning known for?

Minus sign iconPlus sign iconMatrix Capital Financial Planning was founded in 2004 and operates in the Financial Services industry. You can contact Matrix Capital Financial Planning's main corporate office by phone at
+44-1746-71****
. Explore Matrix Capital Financial Planning's company overview page for more information.

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

Minus sign iconPlus sign iconMatrix Capital Financial Planning employees' email format typically follows the pattern of First@matrixcapital.co.uk. 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?

Minus sign iconPlus sign iconMatrix Capital Financial Planning has approximately 8 employees as of August 2026. These team members are located across 2 continents, including Europe and North America.

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

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

  • Chief Executive Officer: R. C.
  • Founder And Managing Director: R. M. T. C.
  • Director: J. W.
  • Non Executive Director: A. M.
  • Director: G. M.

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