235 The Broadway, Wimbledon, London, SW19 1SDMake an enquiry
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.
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.
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