Planner Casebook: Helping a HNW client with £10m windfall
- Monday, 02 October 2023
- Articles
Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more...Chartered firm renews £1m Premium Bond winner advice
- Monday, 29 March 2021
- Articles
NS&I has extended its contract with Chartered Financial Planning firm Matrix Capital to provide advice to £1m Premium Bond winners for a further two years.
Read more...Premium Bonds create 2 new millionaires at start of 2019
- Wednesday, 02 January 2019
- Articles
Two lucky Premium Bond holders may be looking for Financial Planning advice after each scooping the £1m Premium Bonds jackpot.
Read more...Financial Planners will get chance to win contract for £1m jackpot advice from Autumn
- Monday, 06 February 2017
- Articles
A Chartered Financial Planning firm has been awarded a contract extension to provide advice to the £1million jackpot winners of Premium Bonds.
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