Insights

Holistic Planning Position Matrix Capital as a partner for comprehensive, fee-based financial planning with a unique six-stage Financial Empowerment Programme to attract clients seeking holistic, long-term planning and measurable outcomes.

Tech-Driven Service Highlight the firm’s investment in leading-edge software and robust back-office systems to enable advisors to spend more time with clients, enabling efficiency-focused sales conversations around tailored, data-driven financial advice.

Fee Transparency Emphasize the completely fee-based model with offsetting commissions, creating opportunities to upsell ongoing advisory services and clarify value through clear, predictable cost structures.

Awarded Credibility Leverage STEP Private Client Awards recognition to establish trust and open doors with high-net-worth prospects seeking reputable, award-winning advisory teams.

Growth Potential Target mid-market and adjacent financial services opportunities by noting revenue scale, small team agility, and potential partnerships with larger firms seeking outsourced planning capabilities or white-label advisory solutions.

Matrix Capital Financial Planning Tech Stack

Matrix Capital Financial Planning uses 8 technology products and services including Google Cloud CDN, Open Graph, Module Federation, and more. Explore Matrix Capital Financial Planning's tech stack below.

Google Cloud CDN

Content Delivery Network

Open Graph

Content Management System

Module Federation

Development

Microsoft Excel

Editors

Underscore.js

Javascript Libraries

Envoy

Load Balancers

PHP

Programming Languages

Bootstrap

UI Frameworks

Matrix Capital Financial Planning Email Formats	Example	Percentage
First@matrixcapital.co.uk	John@matrixcapital.co.uk	100%

Matrix Capital Financial Planning Email Formats

Example

Percentage

First@matrixcapital.co.uk

John@matrixcapital.co.uk

100%

Frequently Asked Questions

What is Matrix Capital Financial Planning's phone number?

You can contact Matrix Capital Financial Planning's main corporate office by phone at

+44-1746-71****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matrix Capital Financial Planning's official website and social media links?

Matrix Capital Financial Planning's official website is matrixcapital.co.uk and has social profiles on LinkedIn.

How much revenue does Matrix Capital Financial Planning generate?

As of July 2026, Matrix Capital Financial Planning's annual revenue is estimated to be $250M - $500M.

What is Matrix Capital Financial Planning's NAICS code?

Matrix Capital Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Matrix Capital Financial Planning have currently?

As of July 2026, Matrix Capital Financial Planning has approximately 7 employees across 2 continents, including EuropeNorth America. Key team members include Chief Executive Officer: R. C.Founder And Managing Director: R. M. T. C.Director: J. W.. Explore Matrix Capital Financial Planning's employee directory with LeadIQ.

What industry does Matrix Capital Financial Planning belong to?

Matrix Capital Financial Planning operates in the Financial Services industry.

What technology does Matrix Capital Financial Planning use?

Matrix Capital Financial Planning's tech stack includes Google Cloud CDNOpen GraphModule FederationMicrosoft ExcelUnderscore.jsEnvoyPHPBootstrap.

What is Matrix Capital Financial Planning's email format?

Matrix Capital Financial Planning's email format typically follows the pattern of First@matrixcapital.co.uk. Find more Matrix Capital Financial Planning email formats with LeadIQ.

When was Matrix Capital Financial Planning founded?

Matrix Capital Financial Planning was founded in 2004.

Matrix Capital Financial Planning

Q: What technology does Matrix Capital Financial Planning use?

Matrix Capital Financial Planning's tech stack includes Sentry, WebsiteBuilder, Bootstrap, Wix eCommerce, Priority Hints.

Q: What is Matrix Capital Financial Planning's NAICS code?

Matrix Capital Financial Planning's NAICS code is 52 (Finance and Insurance).

Financial ServicesEngland, United Kingdom2-10 Employees

Matrix Capital Financial Planning is a financial services firm based in Bridgnorth, England, United Kingdom, employing 2 to 10 people. The company provides personal financial planning services and has developed a six-stage framework, the Financial Empowerment Programme, to help clients assess their current position, future needs, and paths to their goals. It emphasizes a client-centric approach supported by back-office software and quality-assured technical support, enabling advisers to spend more time with clients and reducing guesswork in advice. The initial consultation is offered without charge or obligation, and engagements are fee-based with an agreed annual fee; commissions are offset against fees, and any commissions received may be passed to clients by reducing product charges, enhancing investments, or crediting the fee account. The firm was recognized as Financial Adviser Team of the Year at the STEP Private Client Awards in 2022, reflecting its industry recognition. Further information is available at matrixcapital.co.uk.

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