It’s important to note that while Matrix Estate Planning Ltd doesn’t provide direct financial advice, we’ve partnered with Skipton Building Society, a regulated entity that offers expert advice on matters like ISAs and SIPPs.
Welcome to our dedicated wealth management webpage, where we provide bespoke financial planning advice to high net worth individuals. At Matrix Estate Planning Limited, we understand the importance of effective wealth management in achieving your financial goals and safeguarding your legacy.
Whether you are managing investments, planning for retirement, or looking to minimise your estate tax liability, our wealth management services are designed to help you achieve your financial goals with confidence. We offer a range of services, including estate planning, trust management, and investment management, tailored to your specific needs and objectives.
Lindsey has worked within the financial services sector since 2011.
Having joined New Forest Wealth Management in September 2019, she completed the Diploma in Financial Advice and now provides high quality recommendations and guidance to both individuals and businesses, specialising in pension and investment planning.
Her main goal is to help her clients reach their financial objectives through careful planning and regular reviews.
Before this Lindsey graduated from university in 2011 with a Law Degree and in 2018 studied to attain the CeMap qualification.
Outside of work, Lindsey is married with two young children and as a family enjoys days out and holidays.
That’s why we’re thrilled to partner with John Charcoal, the prestigious London mortgage broker, to offer our clients unparalleled mortgage solutions.
Are you a high net worth borrower looking for a large mortgage loan? Look no further than Matrix Estate Planning. We are a mortgage specialist for high net worth borrowers and have the expertise to provide you with a tailored solution for your needs. Our experienced team of professionals can help you secure the right loan for your property, whether it be residential or commercial. With access to a range of lenders, we have the ability to source the most competitive mortgage deals on the market. With over 25 years of experience in the mortgage sector and a commitment to providing a first class customer service, Matrix Estate Planning can help you secure the right loan for your property. Contact us today and discover how Matrix Estate Planning can help.
“Established in 1974, John Charcol is an award winning, whole of market Broker who’ve helped thousands of customers secure the right mortgages for their homes and investment properties. Whether you’re a first-time buyer purchasing a new home or a seasoned landlord making an investment, they will find you the mortgage that best suits your needs.
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY DEBT SECURED ON IT.
John Charcol is a trading name of John Charcol Limited and its Appointed Representatives. They are a credit broker, not a lender. John Charcol Limited is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665649. Registered in England No. 9157892. Registered office address for John Charcol Limited is St. Helen’s, 1 Undershaft, London, EC3P 3DQ. The FCA does not regulate some investment mortgage contracts. Calls may be recorded for training and monitoring.
