About the Business
Based on a strong financial planning background, the business was established in 1999 as an Independent Financial Advisors. Success followed rapidly with most of the existing clients and industry contacts migrating in 2006 to the newly formed business, Matrix Financial. In 2013, an Investment and Pension office was established in Haverhill (Suffolk). Also an additional Mortgage office in Burwell (Cambridgeshire). Director Kelvin Summers qualified as a Financial Advisor in 1997 and now has 20 years in the Financial Services Industry. Kelvin commenced his career in Accountancy with Unilever, later moving to the S&P/Fleming now absorbed by JPM Asset Management. In the 1980's he worked as a training Consultant in BMW and Mercedes Networks IT systems. Later, he became a Financial Controller then the Dealer Principal in a BMW outlet. In 1991, he moved to his career in Financial Planning with American Express/ACUMA, Friends Provident until 1997, when he became a Independant Financial Advisor (IFA).
Location & Hours
32 Newmarket Road
