Money Matters has been providing independent mortgage and financial advice to clients in Dorset for over 17 years. We are now offering our services in Exeter and the surrounding areas. The team comprises of 3 advisers who between them have over 50 years experience. The options when moving home or planning for retirement can appear quite complicated - this is where we can help, making things simple, and being on hand to ensure a smooth process from start to finish. Sam is our adviser in Exeter and can help with Mortgages, Protection/Insurance and Equity Release. If you'd like advice about Pensions or Investments, please let Sam know and she will refer you to our Director, Brian.
Qualifications: Sam, based in Exeter, holds the Certificate in Mortgage Advice and Practice (CeMAP) and also the Certificate in Regulated Equity Release (CeRER) and is a member of the London Institute of Banking and Finance (MLIBF). Sam has been working for Money Matters for 5 years. Brian, our Director, based in Weymouth, holds the Diploma in Financial Advice (DipFA), the Certificate in Regulated Equity Release (CeRER) and is also a member of the London Institute of Banking and Financed (MLIBF). Brian has been in the industry for almost 30 years. Karis, based in our Weymouth office, holds the Certificate in Mortgage Advice and Practice (CeMAP) and also the Certificate in Regulated Equity Release (CeRER). Karis has been in the financial services industry for 18 years.
FCA Registration Number: 507382
Regulations: Money Matters FS Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA registration number is 507382.