Private Clients

At In2Matrix, we understand that your financial needs and objectives are paramount and very specific to you.

 

Different backgrounds, circumstance, age, lifestyle, attitudes and outlook, as well as financial means, are all examples of what might influence and drive different financial and life-goals.

 

We focus on helping you to identify and meet your financial objectives, through building a long-term trusted relationship which is open, clear and consistent and where we provide appropriate information and bespoke advice to help you make informed decisions.

 

The starting point of our work with you is to build a detailed picture of your current circumstances, objectives, attitudes and identify any special considerations.  Where an ‘insurance product’ based solution is appropriate we will research the market to select and recommend the most suitable solution for you, and we will always confirm our recommendations in writing with a clear explanation as to why our recommendation best meets your objectives.

 

Before we undertake work for you we will prepare an engagement letter in which we will clearly lay out the work we will be undertaking for you and our relevant costs.  Because our work is fee based and linked to each stage of our work our charges are fully transparent.  In many cases our work is ‘modular’ which means you have the option to select the level of support you require for each stage of work, thus giving you complete control over your engagement with us. And where appropriate we are more than happy to work in harmony with your taxation, legal or other professional advisers.

 

Our services can either be targeted to meet a specific ‘single event’ need, or can extend to include regular reviews with you, which can be invaluable to help you ensure that your financial planning remains relevant and adaptive to possible future changes in your circumstances or attitudes.

 

 

 

 

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IN2MATRIX OFFICES WORLDWIDE

In2Matrix (UK) Limited is a trading style of In2Planning Limited, registered in Scotland, registration number No SC181076. Registered office - 36 Church Street, Inverness, IV1 1EH.

Authorised and regulated by the Financial Conduct Authority. FCA 456198