In today’s complicated marketplace, professional and impartial advice is paramount when it comes to finding the best solutions to meet your clients’ financial needs.
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 your clients can decide whether they wish to use our services before incurring any costs.
We will agree a fixed fee to provide a review of your clients’ current financial situation, so that our experienced and independent financial advisors can determine whether their financial arrangements are appropriate, and recommend areas that need improvement.
Of course, our proposals will be comprehensively explained, so your clients 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.