Making sure that your savings and investments are set up to optimise your overall financial position and to deliver the results you want over the short, medium, and long term, is a vital ingredient of your financial planning.

Questions such as, do I have enough or too much as a cash reserve, are my medium- and long-term investment funds performing well enough, am I optimising their tax-efficiency, and are the charges am I paying reasonable, are all important and need answering?

The initial consideration when thinking about your savings and investments, is whether you have sufficient cash held on deposit to meet your short-term requirements and to cope with any emergencies that might occur. To help you, we offer a review of your cash accounts to ensure you are optimising the level of interest being earned, balanced with the risks associated with the Financial services Compensation Scheme (FSCS) compensation limit of £85,000 per person per banking licence,

For medium and long-term investments, we have developed the Matrix Capital Managed Portfolio Service in collaboration with Brooks Macdonald to further enhance our service to you.

About the Matrix Capital Managed Portfolio Service

The Matrix Capital Managed Portfolio Service aims to source the very best investment solutions that the market can provide. We believe this involves blending the expertise of active fund management, where we feel an advantage can be gained, with the direct nature of index tracking funds within a single portfolio. The ideal portfolio for you will allocate assets from the widest range of asset classes and ensure they mirror your risk profile.

Once this is established, the portfolio should be regularly rebalanced to adjust to changes in global markets and maintain a consistent level of investment risk. Our desire is to deliver all of this whilst offering you the value for money you deserve.

We have given the discretionary fund manager, Brooks Macdonald, the mandate to build these portfolios on our chosen platforms. Designed by the Matrix Capital team for the benefit of

you, as our client, managed by Brooks Macdonald.

Further information

More information about our Managed Portfolio Service. And Brooks Macdonald, can be read on the attached guide.

“The value of your investments can fall as well as rise and is not guaranteed”.

Matrix Capital - Enhancing our Services

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Some scenarios we can help you with:

We have found that there are generally five big questions that people ask of themselves when thinking of appointing a professional financial planner...