Money Matters FS Ltd

Money Matters FS Ltd Money Matters is a family-run Independent Financial Advice & Solutions company based in Weymouth, Do

As a family run business we have your family's best interests at heart, we will advise and support you in reaching the f...
09/06/2026

As a family run business we have your family's best interests at heart, we will advise and support you in reaching the financial goals that suit your family's future.

Get in touch for a no obligation chat:

🌐 https://www.moneymattersdirect.co.uk/contact See less

🌍 World Environment Day 🌱Building a better future isn’t just about protecting the planet, it’s also about creating long-...
05/06/2026

🌍 World Environment Day 🌱

Building a better future isn’t just about protecting the planet, it’s also about creating long-term financial security for the generations to come.

At Money Matters Direct, we believe good financial planning is about thinking ahead, making responsible decisions, and helping our clients build a sustainable future with confidence. 💼📈

Today is a reminder that small actions today can create a lasting impact tomorrow, for both our environment and our financial wellbeing.

Do you have pensions spread across different providers? 🧐Consolidating your pension funds could help make managing your ...
04/06/2026

Do you have pensions spread across different providers? 🧐

Consolidating your pension funds could help make managing your retirement savings simpler, clearer, and potentially more efficient. 📈

At Money Matters Direct, our financial advisers can help you review your existing pensions and explore whether consolidation could benefit your long-term retirement plans.

✔️ Simplify your pension management
✔️ Gain a clearer view of your retirement savings
✔️ Review fees and investment performance
✔️ Keep your retirement goals on track

A pension review today could make a big difference to your future. 💼

Get in touch today - https://www.moneymattersdirect.co.uk/contact

🚨 Important Notice from Money Matters FS Ltd 🚨We want to make it absolutely clear that Money Matters FS Ltd does NOT con...
02/06/2026

🚨 Important Notice from Money Matters FS Ltd 🚨

We want to make it absolutely clear that Money Matters FS Ltd does NOT conduct door-to-door visits or make unsolicited (cold) telephone calls.

If anyone approaches you claiming to represent Money Matters in this way, they are NOT genuine.

⚠️ Your safety and security matter to us. If you have been contacted or visited by someone claiming to be from Money Matters:

• Do not share any personal or financial information
• Make a note of any details you can (name, number, description)
• Report the incident to us immediately

📩 Get in touch with our official team:

• Email: [email protected]
• Phone: 01305 770650
• Website: moneymattersdirect.co.uk

We take matters like this very seriously and are here to support you.

Please share this message to help protect others. 🔒

What risk do I have to take to generate a good return on my money?Everybody has a different concept of what the word ris...
28/05/2026

What risk do I have to take to generate a good return on my money?

Everybody has a different concept of what the word risk means so before recommending an investment, we carry out an ‘Attitude to Risk’ analysis that is personal to you so that your investment is matched to your own personal risk rating plus we then offer regular reviews which includes a review of your attitude to risk in order to ensure that your investment remains suitable.

Thinking about investing that you want to talk to us about?

Get in touch today.
🌐 https://www.moneymattersdirect.co.uk/investments

🌼 Spring Bank Holiday Notice 🌼Our office is closed today for the Spring Bank Holiday, and our phone lines and emails wil...
25/05/2026

🌼 Spring Bank Holiday Notice 🌼

Our office is closed today for the Spring Bank Holiday, and our phone lines and emails will be unmonitored during this time.

The team at Money Matters Direct will be back to normal tomorrow and ready to help with any enquiries.

We hope you all enjoy the long weekend! ☀️

Are your ISAs still working as efficiently as they could under the 2026 tax rules? 📊With allowances, tax planning, and s...
20/05/2026

Are your ISAs still working as efficiently as they could under the 2026 tax rules? 📊

With allowances, tax planning, and savings goals constantly evolving, now is the perfect time to review whether your ISA strategy is still aligned with your financial future.

At Money Matters Direct, our financial advisers can help you make the most of your ISA opportunities and ensure your savings are working smarter for you. 💼

✔️ Review your current ISA strategy
✔️ Make the most of your tax-efficient allowances
✔️ Align your savings with your long-term goals
✔️ Get professional financial guidance you can trust

📩 Get in touch today to arrange your ISA review.

Your pension could be one of your biggest financial assets, but when was the last time you reviewed it? 👀At Money Matter...
14/05/2026

Your pension could be one of your biggest financial assets, but when was the last time you reviewed it? 👀

At Money Matters Direct, we help you understand your pensions, review your options, and make sure your retirement plans are working as hard as you are. 💼📈

✔️ Understand your current pensions
✔️ Check performance and fees
✔️ Explore consolidation options
✔️ Plan confidently for retirement

Start taking control of your financial future today.

🌐 Find out more: https://www.moneymattersdirect.co.uk/pensions

Take control of your savings with the award-winning True Potential Wealth Platform 🚀✔️ Secure online access with your ow...
12/05/2026

Take control of your savings with the award-winning True Potential Wealth Platform 🚀

✔️ Secure online access with your own unique login
✔️ View all your investments in one place
✔️ Track your progress towards your financial goals 24/7
✔️ Link bank accounts and existing policies for a clearer financial picture
✔️ Save quickly and easily with impulseSave®
✔️ Access your dashboard anytime via mobile, tablet or desktop
✔️ Message us directly through the secure in-platform messaging service

Managing your savings has never been easier, smarter or more secure.

🌐 Find out more: https://www.moneymattersdirect.co.uk/savings

Address

5 Park Street
Weymouth
DT47DQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441305770650

Website

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