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.
Brian has been working in the financial services industry for 30 years this year, working 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 has 20 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 and procurement, but also provides general admin support to the team.
Sam joined the team in May 2012 and now holds her Certificate in Mortgage Advice and Practice (CeMAP), Certificate in Regulated Equity Release (CeRER) and the Certificate in Paraplanning Financial Administration (CertPFA) qualifications. Sam has just begun her training to become a financial adviser, and provides paraplanner support to Brian, as well as dealing with mortgage enquiries. Sam also deals with client servicing, accounting, marketing, and staffing/recruitment.
Karis is our Senior Mortgage Adviser and has over 18 years experience in the Financial Services Industry. Karis holds the Certificate for Mortgage Advice and Practice (CeMAP) and the Certificate in Regulated Equity Release (CeRER). Karis’s role is to take the lead on mortgage enquiries, including initial fact finding meetings, carrying out comprehensive research, submitting mortgage applications and liaising directly with providers and clients.
Jenny joined the team in August 2016 as an Administration Assistant. Jenny has relocated to Weymouth from Kent, and has many years experience working in finance and administration. Jenny's role is to provide comprehensive administration support to Brian and the team, and providing a warm and friendly welcome for our clients at the reception desk.