MJS Financial Management

Independent Financial Adviser  19 Waterside Avenue, Glasgow, Renfrewshire, G77 6TJ
First meeting at adviser's own cost
We help clients create, protect and preserve multi-generational wealth by providing comprehensive solutions with expert service delivery.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.1/10
check
FCA authorised
Last authorised 24th February 2020
Meet our advisers
Martin Shades DipPFS Certs CII(MP & ER)
Owner & Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
Prompt communication, Thorough explanations
Ros, Renfrewshire
Preparation, Martin has always turned up at the time he says with complete knowledge of my financial requirements and I have found his advice to be sensible, easy to understand and profitable. All my questions have been fully answered in language both myself and my wife can understand.
Gavin, Dunbartonshire
Martin explains everything very clearly and in terms to suit us. He is happy to take time to ensure we understand
Norven, East Renfrewshire
About us

At MJS Financial Management we pride ourselves in offering professional financial advice and strive to provide our clients with financial security and peace-of-mind.

Once we've developed an understanding of what you're looking to achieve we'll propose a plan to achieve your goals. This can be one-off advice or involve working together to develop and implement a financial plan that will enable you to realise these ambitions.

As an Independent Financial Adviser we aren't tied to any particular products or providers so are free to select products and services from all the different providers. Plus, thanks to the Retail Distribution Review legislation, there are no commission payments on investment and savings so you can rest assured that whatever we suggest we have your best interests at heart.

We appreciate that financial planning is complex. While we don't have a crystal ball we have experience and expertise and will strive to ensure that your finances are as future proof as possible

Our services

Successful financial planning is about making the right decisions now and is a constant process of monitoring, updating and adapting. Your needs will change as you progress through life.
We help our clients create, protect and preserve multi-generational wealth. We achieve results by providing comprehensive wealth management solutions, by delivering services as a team and becoming specialists on the complex needs of our clients.

Where to find us

19 Waterside Avenue, Newton Mearns, East Renfrewshire, Glasgow, G77 6TJ

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.1/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.
 
Independent Financial Adviser 0.88 mi
We can be judged by the willingness of many of our clients to recommend us to their family & friends.
 
Independent Financial Adviser 1.14 mi
Our Chartered Advisers provide clear, honest and bespoke Independent financial advice based on every client's individual needs and circumstances.
 
Restricted - whole of market 1.43 mi
Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.