Dedicated to empowering your financial future
Money Matters is a trusted financial services firm based in Weymouth, Dorset, established to guide you through the complexities of your finances and help you achieve your financial goals. With over 50 years of combined experience in the industry, our dedicated team of professionals are passionate about providing personalized and tailored financial guidance to individuals and families in the Dorset area.
Our Expertise
At Money Matters, we offer a comprehensive range of services covering various aspects of personal finance. Our expertise includes:
Mortgages
- First-time homebuyers
- Home movers
- Remortgages
- Product switches
- Buy-to-let mortgages
We offer impartial and tailored advice to help you navigate the ever-changing mortgage landscape and secure the best possible deal for your individual circumstances.
Pensions & Investments
Our experienced advisors can assist you in planning and securing your future. We provide guidance on:
- Pension pots consolidation and optimization
- Investment plans aligned with your goals and risk tolerance
- Retirement planning and inheritance strategies
Equity Release
If you own your home, you may be able to release some of its equity to fund various purposes such as home improvements, financial security or retirement planning. We can assess your individual situation and advise on the most suitable options available.
Additional Services
Our comprehensive services also include:
- Financial planning and protection: We can create a personalized plan to address your financial goals and mitigate potential risks.
- Insurance advice: We compare various insurance plans to find the most suitable cover for your needs.
- Savings and protection solutions: We can guide you in establishing and managing savings plans to ensure financial stability.
Why Choose Money Matters?
- Independent: We have access to the entire market, allowing us to find the most competitive deals for you.
- Experienced: With extensive industry knowledge and expertise, we can provide reliable and trustworthy guidance.
- Family-run: We value strong relationships and treat our clients like family.
- Client-centered: We prioritize understanding your needs and goals to deliver personalized solutions.
Overall Experience
The reviews provide a mixed assessment of the services offered by Money Matters, with the majority of reviewers expressing satisfaction with their experience.
Excellent Service
Many reviewers praised the excellent service they received from Money Matters, citing the friendly, helpful, and professional staff. The communication was superb, and the team went above and beyond to provide personalized support.
Knowledge and Expertise
The technical expertise and knowledge of the staff, particularly Brian, were highlighted as exceptional. The team's ability to explain complex financial matters in an easily understandable way was particularly appreciated.
Recommendations
Several reviewers highly recommended Money Matters to others seeking financial advice or services.
Dissatisfaction with Service
One reviewer had a very negative experience with Money Matters, citing unprofessional behavior, mistakes, and a lack of accountability. They felt ripped off and warned others against using the company.
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