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 clients across Lincolnshire, Cambridge and beyond.”
To celebrate the firm’s 20th anniversary, a commemorative summer event was held at the magnificent Ayscoughfee Hall Museum and Gardens in Spalding.
The grade 1 listed medieval hall played host to guests and MTFM staff, who enjoyed an evening get together which included a hog roast and refreshments.
Trevor added: “It was fantastic to see so many clients and professional intermediaries, both new and old; including some who have been with us since MTFM’s inception 20 years ago.
“The evening provided an opportunity to look back at our considerable achievements over the past two decades. As a forward thinking firm, we were also excited to share with guests our vision, as we look toward the next 20 years, which we very much hope will be prosperous and successful, both for our clients and our firm.”