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.
Client Area powered by True Potential
Manage your financial information using the industry's leading tools and services. See a Demo
Visit Money Matters
Money Matters
5 Park Street,
Weymouth,
Dorset,
DT4 7DQ
Our Customers
Here at Money Matters we are completely focused on you and your needs.
We like to get to know you, to find out about your personal goals and the big financial picture for you.
We want to know what your plans are for your life, so we can find the best way to structure your finances to achieve your goals.
-
Are you saving for a house?
-
Are you trying to sort out your debts?
-
Do you need to save for a rainy day?
-
When are you planning to retire?
-
Are you planning to buy a new car?
-
Do you need to find a good pension?
-
Are you looking for a better return for your investments?
We're also practical and pragmatic about the advice we offer.
Our advice is based on your own individual circumstances, such as:
-
Are you married or single?
-
Do you have children or other dependents?
-
Do you have a mortgage or are you renting?
-
How much do you earn?
-
How safe is your job?
We take all this information into account when we're suggesting products and services that are specifically tailored to you.
Call us now to talk through your finances with one of our experts. 01305 770 650