Operating since 1983 from prominent High Street offices at 235 The Broadway Wimbledon SW19, MFS is a well-known and respected independent financial advice company with a track record stretching back over 50 years. All MFS independent advisers are qualified with the Chartered Insurance Institute or Institute of Financial Services and hold the requisite Financial Conduct Authority (FCA) approved financial planning qualifications up to the highest level of a Chartered Financial Planner.
To ensure that the highest levels of professionalism are always maintained, all advisers receive on-going professional development and training. The MFS independent adviser will carry out a detailed analysis of your financial situation and any existing financial planning arrangements. Then after careful consideration of your needs, objectives, tax position and attitude to investment risk, the adviser will recommend and explain the best course(s) of action.
A report will be issued to assist you with your appraisal of the appropriate options and in discussions with the adviser decide the preferred financial planning strategy.
To ensure that the highest levels of professionalism are always maintained, all advisers receive on-going professional development and training. The MFS independent adviser will carry out a detailed analysis of your financial situation and any existing financial planning arrangements. Then after careful consideration of your needs, objectives, tax position and attitude to investment risk, the adviser will recommend and explain the best course(s) of action.
A report will be issued to assist you with your appraisal of the appropriate options and in discussions with the adviser decide the preferred financial planning strategy.
Services
Our advisers will provide illustrations and clear concise explanations on new or current pension plan(s).
Our independent advice is backed-up with, detailed fund analysis and ongoing support through to retirement.
Your retirement fund does not need to be exclusively made up of pension investments.
It can also include other forms of investment such as bonds, property, shares, ISAs and OEICs.
Looking after clients pension investments requires a bespoke wealth management solution that is flexible and adaptable for all changes in the future.
Our independent advice is backed-up with, detailed fund analysis and ongoing support through to retirement.
Your retirement fund does not need to be exclusively made up of pension investments.
It can also include other forms of investment such as bonds, property, shares, ISAs and OEICs.
Looking after clients pension investments requires a bespoke wealth management solution that is flexible and adaptable for all changes in the future.
Based on Wimbledon Broadway since 1987, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning including: investment, pension and retirement advice, tax efficiency for financial planning strategy, cash flow modelling, life & critical illness protection and inheritance tax mitigation.
MFS operates The Pension Transfer Gold Standard code of best practice.
This is a voluntary code that can be adopted by regulated financial firms which wish to offer specialist advice on pension transfers.
MFS operates The Pension Transfer Gold Standard code of best practice.
This is a voluntary code that can be adopted by regulated financial firms which wish to offer specialist advice on pension transfers.
The Investment you set up for me was indeed a good one and continues to be.
The Legal & General investment also continues to bring me the necessary amount to live comfortably, albeit quietly at the age of nearly 89!
I have both of these investments to thank you for which I am very grateful.
With the current world wide troubles you will have much to consider, I can only put my trust in MFS and their expertise and thank you for your guidance in the past few years.
I would like to thank you for the financial benefits I have received as a result of your expertise in the past.
The Legal & General investment also continues to bring me the necessary amount to live comfortably, albeit quietly at the age of nearly 89!
I have both of these investments to thank you for which I am very grateful.
With the current world wide troubles you will have much to consider, I can only put my trust in MFS and their expertise and thank you for your guidance in the past few years.
I would like to thank you for the financial benefits I have received as a result of your expertise in the past.
If a client requires a 'Portfolio' of investments, MFS has teamed up with a selected investment partner, LGT Vestra to provide a unique investment service, this enables client's portfolios to be actively managed on a 'discretionary' basis.
Discretionary management provides the flexibility to react quickly to fast moving markets and changing economic circumstances.
The MFS process of investment management is about controlling investment risk, reducing tax exposure and ensuring that solutions are flexible and adaptable.
Discretionary management provides the flexibility to react quickly to fast moving markets and changing economic circumstances.
The MFS process of investment management is about controlling investment risk, reducing tax exposure and ensuring that solutions are flexible and adaptable.
The fact is, life dishes up many unexpected situations that we must deal with.
We all recite the mantra 'it will never happen to me' but, the truth is, throughout our lifecycle, we may face issues such as, short- or long-term illness, disability or unemployment.
One event we know will eventually happen to all of us is death.
Though we cannot foresee our own demise, we can make sure that those we leave behind are financially secure.
A term assurance policy is an ideal and cost effective way of providing financial security for members of your family on your death.
We all recite the mantra 'it will never happen to me' but, the truth is, throughout our lifecycle, we may face issues such as, short- or long-term illness, disability or unemployment.
One event we know will eventually happen to all of us is death.
Though we cannot foresee our own demise, we can make sure that those we leave behind are financially secure.
A term assurance policy is an ideal and cost effective way of providing financial security for members of your family on your death.
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