M F S Independent Financial Advisers

Independent Financial Adviser 235 The Broadway, Wimbledon, London, SW19 1SD
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Our Chartered and Independent Financial Advisers provide:- Investment and retirement advice, financial planning, cash flow modelling, and inheritance tax mitigation
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Margaret Roche
Manager / Paraplanner
adviser-person
Petra Spirkova
Chartered Paraplanner
adviser-person
David Dodds FPFS
Chartered Financial Adviser
Accreditations
Chartered Financial Planner
adviser-person
David Culleton Dip CII Cert CII (MP) CeMap
Senior Independent Financial Adviser
What our clients say
It's been 25 years- where have they gone? I would like to say thank you for all the sound advice and recommendations. In these days of miss-selling and the constant media focus on the dirty doings of the financial services industry I can honestly say I've never doubted the quality of service you offer and the integrity with which you do business. It's been a pleasure. Many thanks.
David Burroughs, Tring Hertfordshire
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 greatful. 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.
Evelyn Ancroft, Hurstpierpoint W. Sussex
May I take this opportunity to thank you for your highly efficient and competent assistance. I hope that in future I can rely on your professional advice and guidance whenever the need arises
N Naydeno, Wimbledon SW19
Thank you so much for your help. You have been brilliant, I feel more able to cope, thanks for your support.
Mrs S Frank, SW15
Thank you so much for your help and kindness to me over quite a number of years.
L. Lorna, Wimbledon SW19
I would like to thank you for the financial benefits I have received as a result of your expertise in the past.
Cyril Thomas, Merton Park SW19
This is first to say I'm delighted with the progress of the ISA and to thank you very much for looking after my finances so well.
Kerry Brunt, Merton Park SW19
Thank you for all your sound advice and assistance. We will certainly be consulting you again in the future and will have no hesitation in recommending you to our friends and colleagues.
Anne Douglas, West Wimbledon SW20
This letter is to say a big thank you to you personally for many years of excellent financial advice and also to other people in the firm who have contributed, particularly Lesley Bowers, whom it has always been a real pleasure to deal with.
David & Hasel Collins, Edinburgh
Thank you very much for all your time and effort into my financial planning. I was very impressed with the Voyant financial planner, especially as even I could understand it!
S Crane, Wimbledon SW19
Where to find us

235 The Broadway, Wimbledon, London, SW19 1SD

Make an enquiry
About us

Operating 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 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. All advisers receive on-going professional development and training.

All initial, exploratory consultations are without charge. Fee structures are always formally provided and the client's agreement confirmed before any fee based work is undertaken.

The MFS advice process encompasses a personal, tailored service provided by the financial adviser who in turn is supported by a dedicated PA. The adviser will keep client's abreast of legislative changes and advice on all aspects of financial planning and any options appropriate for their objectives.

A wide range of financial planning advice is provided encompassing; Investment Advice for Income or Growth, Pensions & Income Drawdown , Pension transfers including Final Salary transfers.

MFS have adopted the 9 Pension Transfer Gold Standard Principles this ensures all MFS clients receive advice beyond regulatory requirements when transferring their pension.

Our services

MFS provides a high quality financial planning service and pre-scheduled on going financial reviews. This is to ensure the arrangements put in place, remain "good for purpose" as circumstances, requirements and legislation change.

The aim of MFS is to build a long term relationship with each client in order for them to feel comfortable and confident in the financial planning arrangements made.

Additionally, specific one off advice is provided for clients who require advice on a particular problem, subject or product.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

MFS Independent Financial Advisers is directly authorised with the FCA (Financial Conduct Authority ).

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