Welcome to Money Matters

Money Matters have been established over 10 years with a combined 30 years experience in the industry. We have built an excellent reputation for providing mortgage and financial solutions across the country.

We mainly work with residential and commercial clients and ensure that we provide the solution that best suits your needs.

Is it possible to secure returns on investments even with a weak economy and global financial crisis?

Absolutely! We've helped hundreds of people make the most of their investments while insulating their capital against excessive risk, despite the uncertain times.

Can I consolidate multiple pension policies?

Yes! While saving for retirement it usually makes sense to pool all your personal pension policies together to reduce charges and simplify planning and also, at retirement, it usually makes sense to use one large fund to buy your income with, as opposed to lots of smaller funds. Let us help you plan for a better retirement by reviewing your pension arrangements.

First Time Buyer? Remortgaging?

All of our advisers are qualified, highly skilled and experienced in dealing with residential, buy to let and difficult mortgages.

Equity Release

If you are over 55 and a homeowner Money Matters may be able to help you release a tax-free lump sum or a regular income from the value of your home.

How do I know how much life assurance I need and which type of policy to use?

Ask Money Matters who have a knack for making complicated products and concepts easy to understand.

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Visit Money Matters

Money Matters
5 Park Street,
Weymouth,
Dorset,
DT4 7DQ

Our Advisors

Our advisers are professional and approachable.

Each one of us takes real care of our clients and we're always looking for ways to offer them the best service possible.

We don't just sit back and wait for clients to call. We actively manage our clients' accounts, getting in touch if there is something useful to share with them.

We might get in touch with them about a great investment opportunity, or a good remortgage rate when their mortgage is due for renewal, or a great insurance policy that has just been announced.

We're also happy to try to answer any of our clients' financial questions and find solutions that adapt and respond to our clients' changing circumstances and needs.

If you'd like us to provide you with this sort of personal service too then please give us a ring on 01305 770650.

Come and meet the team:

Brian Sheppard, Director

Brian has over 22 years experience in the financial services industry, predominately in the Weymouth and Dorchester area. Brian took over Money Matters in October 2009 and has continued to develop and build on its earlier success. Brian was previously a partner at Eclipse Financial Services, based at their Weymouth office for 10 years. Brian is qualified to advise on all services provided by Money Matters. Specifically, Brian is Money Matters pension and investment specialist.

Debbie Sheppard, Office Manager

Debbie has 12 years experience of providing secretarial and administrative support in the Financial Services Industry and has a wealth of knowledge to help ensure the smooth running of the office. Debbie deals specifically with accounts, marketing and procurement, but also provides general admin support to the team.

Maria Matthews, Mortgage Consultant

Maria has worked at Money Matters since 2005 and has been a qualified Mortgage Consultant since February 2007 by gaining the Certificate in Mortgage Advice and Practice. Maria’s role is primarily to support Brian by taking the lead on the research and submission of mortgage applications and to liaise directly with providers and clients.

Lyn Carter, Administration Assistant

Lyn has worked in an admin support role within Financial Services for 6 years. She provides admin support to Brian and the team. Her main roles include reception duties, general correspondence and mortgage application support.

Peter Fudge, Investment Consultant

Peter has recently retired as a full time financial adviser having run his own business for many years. He is working with Money Matters on a consultancy basis assisting with marketing and research for investment and pension business.