Following our initial one hour free consultation, together we will develop a financial planning strategy which will give you peace of mind safe in the
knowledge that your financial affairs are in order.
We understand that money can't buy happiness. But whether you have dreams to fulfill or loved ones to support, no-one can deny that money matters.
What is more, through the SMT Will Writing Service, we can also help with your estate planning: Wills to ensure your assets are distributed in
accordance to your wishes; Powers of Attorney to empower those whose judgement you trust to make decisions on your behalf; Trusts to shelter
your assets from taxation and to ensure that your loved ones are financially secure.
(SMT) Money Matters Ltd supports Bliss,
the premature baby charity, and we
donate 0.2 % of our net profit per year
The value of your investment can go down as well as up and you may get back less than you have invested.
Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice,
the precise amount of the fee will depend upon your circumstances but we estimate that it will be £195.
Equity release: This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority does not regulate will writing and taxation and trust advice.
(SMT) Money Matters Ltd, 2 Highams Hill, Gossops Green, Crawley, West Sussex RH11 8BS.
(SMT) Money Matters Ltd is registered in England & Wales no. 5934639. Registered office: as above. (SMT) Money Matters Ltd is authorised and regulated by the Financial Conduct Authority.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
Tel : 01293 454141
Fax: 01293 401234
We offer a professional, comprehensive and personal service to help clients
achieve their financial goals. Whether you simply want to use your ISA
allowance or whether you would like a full financial review, we will provide
you with unbiased, independent financial advice.
• Equity Release Advice
We understand that you work hard for your money, and we will ensure that your money works hard for you. After all, it's not always about how much
you have - it's what you do with it that counts. Whether you are planning for your retirement or have savings to invest, or perhaps you are concerned
about your family's financial security - whatever your financial planning requirements, we are supremely qualified to assist.
• Investment Advice
• Mortgage Advice
• Life Insurance/Protection
• Long Term Care
• Estate Planning
We are authorised to provide advice in the following areas:
• Pension Planning (Individual & Corporate)
The value of your investment can go
down as well as up and you may get
back less than you have invested.