M F S

At MFS, we take pride in being one of the most respected and well-established independent financial advice companies in the industry. With a rich history dating back to 1986, we have built a reputation on providing impartial and unbiased advice to our clients. Our team of experienced and qualified professionals is dedicated to helping individuals and businesses achieve their financial goals, whether that's saving for retirement, planning for inheritance tax, or securing their financial future.

Our Approach

At MFS, we believe that every individual's financial situation is unique and requires careful consideration. Our approach is centered around providing a comprehensive analysis of your financial situation, identifying your goals, and creating a personalized financial plan tailored to your needs. Our committed team will work closely with you to understand your financial aspirations, assess your risk profile, and develop a customized strategy to help you achieve your objectives. Whether you're seeking investment advice, pension planning, or inheritance tax mitigation, our expert advisors will guide you every step of the way.

Services

As an independent financial adviser, we offer a wide range of services designed to meet the diverse financial needs of our clients. Our comprehensive services include:

• Lifetime Financial Planning: A bespoke approach to financial planning that takes into account your personal and financial goals, risk tolerance, and investment preferences.
• Investment Solutions: A flexible and proactive approach to investment that incorporates input from renowned investment research partners, LGT Wealth Management, and Waverton Investment Management.
• Inheritance Tax Planning: Expert guidance on mitigating inheritance tax liabilities and ensuring your legacy is preserved for future generations.
• Pension and Retirement Planning: Strategically tailored plans to help you achieve your retirement goals and ensure a comfortable financial outlook.
• Financial Planning: Comprehensive advice on cash flow modelling, tax efficiency, and risk management to optimize your financial well-being.

Our Commitment to You

At MFS, we are committed to providing exceptional client service, and we strive to build long-lasting relationships with our clients. Our commitment to you includes:

• A complimentary, exploratory initial consultation to understand your financial needs and goals.
• Ongoing support and guidance from your dedicated financial adviser.
• Regular updates on new products, tax legislation, and financial regulations.
• Quarterly financial reviews to monitor your progress and adjust your financial plan as needed.

Our Fees

We believe in transparency and clarity regarding our fees. Our fee structures are designed to be flexible and tailored to your individual needs. We offer two main packages: the Investor Package and the Product Purchase Package. These packages are designed to provide the level of service and support you require, whether you're seeking ongoing financial guidance or purchasing a single financial product.