Money Matters FS Ltd

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

👨‍👩‍👧‍👦 Your family. Your future. Your financial goals.As a family-run business, we understand just how important it is ...
03/09/2026

👨‍👩‍👧‍👦 Your family. Your future. Your financial goals.

As a family-run business, we understand just how important it is to plan for the people who matter most.

Whether you’re thinking about your family’s future, planning for retirement, protecting what you’ve worked hard for or simply want some guidance on your finances, we’re here to offer friendly, professional advice tailored to you.

Your goals are personal, and we believe your financial advice should be too.

💬 Get in touch for a no-obligation chat with our team.

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

Do you have pensions spread across different providers? 🧐Consolidating your pension funds could help make managing your ...
27/08/2026

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

📈 How much risk should you take when investing?When it comes to investing, there’s no single answer that suits everyone....
25/08/2026

📈 How much risk should you take when investing?

When it comes to investing, there’s no single answer that suits everyone. We all have a different attitude towards risk, which is why understanding how much risk you’re comfortable taking is an important part of the process.

Before making an investment recommendation, we carry out a personal Attitude to Risk assessment. This helps us understand your individual approach to risk and ensure any investment recommendations are appropriate for you.

We also offer regular reviews, including revisiting your attitude to risk, to help make sure your investments continue to remain suitable as your circumstances and goals change.

Thinking about investing and want to talk through your options? Get in touch with our team.

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

Are your ISAs still working as efficiently as they could under the 2026 tax rules? 📊With allowances, tax planning, and s...
20/08/2026

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...
18/08/2026

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...
13/08/2026

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

🛡️ What is Critical Illness Insurance?A serious illness can have a big impact on everyday life and potentially your fina...
11/08/2026

🛡️ What is Critical Illness Insurance?

A serious illness can have a big impact on everyday life and potentially your finances too. Critical Illness Insurance is designed to provide a lump sum payment if you’re diagnosed with a specified serious illness or disability covered by your policy.

Unlike life insurance, you don’t need to die for the benefit to be paid, and the money doesn’t need to be repaid if you recover.

Every policy is different, so it’s important to understand exactly which illnesses and conditions are covered before taking out a policy.

Want to find out more about Critical Illness Insurance and how it could help protect you and your family?

🌐 Visit our website to learn more:
https://www.moneymattersdirect.co.uk/protection

⭐ What do our clients say about us?“I was treated in a polite, friendly and, above all, thoroughly professional manner. ...
11/08/2026

⭐ What do our clients say about us?

“I was treated in a polite, friendly and, above all, thoroughly professional manner. I was kept informed of of progress at all times and I am now the proud owner of my own property. Overall I highly recommend their services for a no stress, no hassle service. Thank you very much.”

We’re always grateful when our clients take the time to share their experience with Money Matters Direct.

If you’re considering using our services, don’t just take our word for it, see what our clients have to say.

🌐 Read more testimonials:
https://www.moneymattersdirect.co.uk/testimonials

☀️ Mid-Year Financial Check-In ☀️We’re already halfway through the year, so now is the perfect time to review your finan...
31/07/2026

☀️ Mid-Year Financial Check-In ☀️

We’re already halfway through the year, so now is the perfect time to review your finances and make sure you’re still on track to meet your goals for 2026. 📈

Whether it’s pensions, savings, investments, or retirement planning, a quick review today could help you feel more confident about the future.

At Money Matters Direct, we’re here to help you make informed financial decisions every step of the way. 💼

📩 Get in touch with our team to arrange your financial review.

🌴 Planning for the future doesn’t stop in summer 🌴While you’re enjoying holidays and longer days, it’s also a great time...
28/07/2026

🌴 Planning for the future doesn’t stop in summer 🌴

While you’re enjoying holidays and longer days, it’s also a great time to think about your long-term financial wellbeing.

Have you reviewed your pensions recently? Are your savings still working efficiently for you? Do you know if you’re on track for retirement? 👀

At Money Matters Direct, our advisers can help you build a plan that supports your future goals with confidence.

✔️ Pension Reviews
✔️ Retirement Planning
✔️ ISA & Savings Reviews
✔️ Financial Protection

📩 Speak to our team today to get started.

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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