• Pensions

    Pensions+

    Whether you're saving for retirement or you are facing decisions at retirement, we can help

    View more
  • Savings Planning

    Savings+Planning

    Saving for the future is important and we can help you select the right product to achieve your goals

    View more
  • Mortgage Advice

    Mortgage+Advice

    We are specialists in arranging mortgages for First Time Buyers, people moving home, 'Buy to Let' mortgages and remortgages.

    View more
  • Investment Advice

    Investment+Advice

    Make the most of your money and don't leave it languishing in Building Society accounts

    View more
  • Equity Release

    Equity+Release

    Allows you to access cash tied up in your home - speak to one of our qualified advisers

    View more
  • Protect Insure

    Protect+Insure

    We can shop around for the lowest cost life cover, income protection and critical illness cover

    View more
 

What's comin up in 2018...

Money Matters FS Ltd enjoyed a successful year in 2017, and helped many clients, old and new, with mortgages, pensions and investments (plus lots more).

So, could we help you with your goals and aspirations during 2018?  We certainly hope so!  Here's a reminder of our services:

- Mortgages:  We can help with purchases for First Time Buyers and existing homeowners and of course looking around for great remortgage deals.  We have 2 mortgage advisers who can help!

- Equity Release:  Aged over 55 and lacking in cash/income?  Equity Release may be worth considering and we have 3 Equity Release specialists who can help!

- Pensions:  Want to transfer existing pensions into one pot?  Or want to pay into a pension and plan for your returement?  We can help - Brian has over 30 years experience in the industry!

- Investments/Savings:  Want to get a better return on your investments?  We deal with everything from ISAs, to bonds to structured products!

- Insurances:  We deal with home insurance, landlords insurance, employment/income related insurances, plus life cover. Both of our mortgage advisers can help with this!

So why choose us? 

- Well, firstly, all initial appointments are free of charge.  We explain fees at the first consultation, but these fees will only be applicable, should we submit business on your behalf. 

- We are independent!  We are not tied to a particular lender/provider/panel and can look around the whole market when researching products for you. 

- We are experienced - Brian, our Director, has been in the industry for over 30 years, and has spent 19 of those years as an Independent Financial Adviser.  Karis has worked in the industry for around 19 years and has a wealth of in depth technical knowledge about mortgages, equity release and protection products.  Sam has worked for Money Matters FS Ltd for almost 6 years and has gained invaluable knowledge and experience whilst working here, obtaining 3 qualifications in the last 2 years.

-  We offer friendly and professional service, right on your doorstep!  Our office is based on Park Street in Weymouth, and is open from 9am to 5pm Monday to Friday where one of our team will always be on hand to assist you with your enquiry.

So, what are you waiting for?!  Get in touch today to book a free no obligation appointment, using one of the methods below:

Phone:  01305 770650

Email:  enquiries@moneymattersdirect.co.uk

Call in and see us:  5 Park Street, Weymouth (between Wilkinsons and the Park Street car park)

Web message:  Go to 'Contact us' and fill in the enquiry form

 

Sam: 16th Jan 2018 13:34:00

 

Latest News

Lenders relax maximum mortgage age
Lenders relax maximum mortgage age If you're an older homeowner, the last few years may have been challenging if you were looking to remortgage your property.

Read More >>

Drawdown investors remain optimistic
Drawdown investors remain optimistic The onset of the pension freedoms gave retirees more choice than ever over how to spend their pension pot, and many are making the most of that flexibility by opting for income drawdown, whereby their pension savings remain invested in the stock market. Yet this in itself can pose risks, particularly given how volatile the stock market can be, but luckily, investors don't seem to be put off.

Read More >>

Equity release lending hits record £3.6bn
Equity release lending hits record £3.6bn 2018 proved to be another record year for the equity release sector, with latest figures revealing that retired homeowners released £3.6bn in property wealth over the year, the highest annual total ever seen – and by all accounts, 2019 could go even better!

Read More >>

Motivation to remortgage at 11-year high
Motivation to remortgage at 11-year high The financial incentive for mortgage borrowers reaching the end of their current fixed rate deal to remortgage to a new deal has soared to an 11-year high.

Read More >>

What's coming up in 2018....

Read More >>

See all News...
  • Pensions

    Pensions+

    Whether you're saving for retirement or you are facing decisions at retirement, we can help

    View more
  • Savings Planning

    Savings+Planning

    Saving for the future is important and we can help you select the right product to achieve your goals

    View more
  • Mortgage Advice

    Mortgage+Advice

    We are specialists in arranging mortgages for First Time Buyers, people moving home, 'Buy to Let' mortgages and remortgages.

    View more
  • Investment Advice

    Investment+Advice

    Make the most of your money and don't leave it languishing in Building Society accounts

    View more
  • Equity Release

    Equity+Release

    Allows you to access cash tied up in your home - speak to one of our qualified advisers

    View more
  • Protect Insure

    Protect+Insure

    We can shop around for the lowest cost life cover, income protection and critical illness cover

    View more