Independent Financial Advisory

Expert Independent Financial Advisers specialising in comprehensive pension and investment strategies, alongside business pension and protection planning.

Seeking Expert Financial Advice?

We work closely with Right Wealth Management who provide fully qualified and certified Independent Financial Advice, specialising in pensions and investments planning as well as business pension and protection requirements. In being independent and having access to the entire marketplace to source the most appropriate providers and products, they are able to ensure your financial position is secured both now and in the future.

They provide an initial no cost to you discovery meeting where one of the Wealth Planners will understand your needs and explore how they can help you achieve your goals.

They offer a fully holistic financial planning service in the following areas:

Investing tax efficiently for accumulation and/or income
Business Protection including (Relevant Life/Key Person/Shareholder Protection)
Group Personal Pensions (new & existing)
Pensions planning for both pre- and post-retirement
Inheritance tax, trusts and estate planning
Protection/insurance for client’s financial dependents and loved ones

Over time, your personal circumstances and requirements will change as will products, legislation and market conditions. They can provide you with an ongoing review service and assessment after any initial advice is provided; this will ensure your financial plans continue to meet your objectives and attitude to risk.

A friendly, down-to-earth team providing a professional accounting service, tailor made for you and your business.

Client Reviews.

      EXCELLENT  
   Based on 18 reviews 
    
 
 
 
   
 
 
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   Luke Aqui 
 23 November 2023
 
 
  I cannot recommend Blue Matrix enough, James and Sarah have always been helpful, informative and most importantly always contactable. never needed to and never plan to look elsewhere for my accountancy needs. Efficient, friendly and knowledgeable. thank you for all your support over the years
  
 
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   Integra Financial Ltd 
 23 November 2023
 
 
  Blue Matrix have always offered a fantastic service to clients and go above and beyond. Highly recommended and trusted accountants.
  
 
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   Darren Thorne 
 15 November 2023
 
 
  Blue Matrix provide us with a competitive and professional service.
They are always contactable and have helped us setup integration between our internal systems allowing us to have full control of our business financials and improve our efficiency.
I would highly recommending them to others.
  
 
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   David Underwood 
 24 October 2023
 
 
  Blue Matrix have been our accountants for several years now and their service has been consistently excellent from day one.

As business started to take off in early 2020, I realised I needed accountants and decided against a cloud-based service, as I wanted someone I could contact directly. After choosing Blue Matrix, they took care of my transition between sole trader and limited company and have handled everything from payroll and VAT returns to book-keeping and setting up the company.

At every step of the way Ursula and Katie (and the rest of the team) have been there to support my business, and always do a great job of explaining what I need to know and how best to do things. They've given me advice that has saved me a lot of time and money and I get email responses to questions very quickly (same day usually). They are extremely knowledgeable about the financial side of the sector of business that I work in (e-commerce), which means I don't have to explain things very often to them.

Working with Blue Matrix has been a pleasure and I hope they remain our accountants well into our company's future.
  
 
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   Mark Crowdy 
 18 October 2023
 
 
  Really professional service and always  happy to help with any queries. We use Blue Matrix for all our accounting services.
  
 
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   Tony Yeo 
 2 June 2022
 
 
  Prompt response to any query. Excellent service, would highly recommend Blue Matrix
  
 
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   Mat Weiland 
 17 December 2021
 
 
  Very happy with the service that we receive from Blue Matrix. Great accountants.
  
 
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   Janet Pilling 
 26 May 2021
 
 
  So reassuring having the support of Blue Matrix's payroll services - especially over the past year with furlough calculations to be taken into consideration.  Always professional and very efficient, we're glad we made the decision at OPG Ltd to engage Blue Matrix, excellent value and peace of mind.
  
 
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   raghnall85 
 20 May 2021
 
 
  Fantastic company. Helpful and very efficient. Wish we had used them sooner!
  
 
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   Kiko Rabacal 
 27 January 2021
 
 
  Very professional and responsive.
Would use their services again
  
 
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   Robert Cairns 
 12 August 2019
 
 
  “I approached Blue Matrix on the formation of my company to help me navigate all my tax issues. From my very first interaction with them Blue Matrix have been efficient, professional and friendly. They are always on hand to offer advice and have been invaluable in helping me get all of my financial affairs in order.”
  
 
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   Nicola Ayling 
 11 January 2018
 
 
  Very efficient and brilliant communication. Would highly recommend
  
 
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   Elize Norris 
 30 October 2017
 
 
  Very happy with the service from Blue Matrix. Soon as I provided all the relevant details, they filled out my tax self assessment very promptly and accurately. Also enjoyed everything being done online. Very efficient. Thank you
  
 
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   Rachael 
 12 October 2017
 
 
  I run a very very small business and have Blue Matrix complete my self assessment for the last two years for a reasonable fee. They make it very painless and are very responsive and helpful. I don't have a clue about lodging accounts or the time to do so - for me it's worth every penny to have someone do it for me and calculate the right expenses etc. Ursula has been my contact and has been excellent, I received a date she would start my self assessment and from then she has always been very pleasant by email no matter how silly my question probably is.
  
 
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   Ian Copp 
 8 September 2017
 
 
  I dealt with Ursula at Blue Matrix who was extremely helpful, responsive and detailed in dealing with my tax return. I would strongly recommend her services!
  
 
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   Ben A 
 1 May 2015
 
 
  When I came over to the UK I had no clue about the Tax system, how to raise Invoices or how contracts work. But thanks to the guys from BlueMatrix I now have a good Idea what all of the above means. In addition to handle all my tax related business they are also pretty good consultants for anyone who is a private/independent contractor. Professional, friendly and always one time BlueMatrix provided an excellent service and I would recommend to anyone who is looking for an accountant.
  
 
     Posted on Google  
   
   Oli Whitworth 
 4 February 2015
 
 
  First time I've had an accountant, so I don't have anything to compare to, but I couldn't have done this years tax return without them. They were always fast in their response by phone and email.
  
 
     Posted on Google  
   
   Toni Saraiva 
 6 January 2015
 
 
  A great service from Blue Matrix. I work with James and his partner through the use of the accounting platform Xero, which they provide my company as well as a top notch support. James is always very quick picking up and reply to enquiries and making my financial reporting work easier.