According to the Beatles, Sergeant Pepper taught the band to play, ‘20 years ago today’, but as far as we know he didn’t provide the fanfare for the launch of MT Financial Management.
It was indeed 20 years ago, in 1996 that MT Financial Management was launched in Spalding and since then it has gone from strength to strength. Today, the firm holds Chartered Financial Planner status, regarded as the gold standard for the financial advice profession.
Trevor Wilshire, Director of MT Financial Management, said: “2016 is an exciting year for us. We are proud to have established ourselves as a highly respected firm of financial planners and we very much look forward to building on our strong foundations in the years to come, by continuing to help and support our agricultural clients across Lincolnshire, Cambridgeshire and beyond.”
MT Financial Management is a firm of Chartered Financial Planners that provides independent and unbiased financial planning, investment portfolio management, pension review and trust review services to the clients of Moore Thompson Chartered Accountants and selected professional introducers.
We offer an initial meeting at our cost and with no obligation, so that you can decide whether you wish to use our services before incurring any costs.
We will agree a fixed fee to provide a review of your financial situation, so that our experienced and independent financial advisors can determine whether your financial arrangements are appropriate, and recommend areas that need improvement. Of course, our proposals will be comprehensively explained, so you can make informed decisions about any suggested changes.
All of our advisors are qualified to Chartered Financial Planner status, providing their high levels of technical knowledge and experience on a fixed cost basis.
As our fees are agreed in advance, we are not tied to promoting particular solutions and can focus on providing the best professional advice.
To find out more about our services, please contact Trevor Wilshire on 01775 717220 or visit www.mtfinman.co.uk.