Operating since 1986 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 independent 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.To ensure that the highest levels of professionalism are always maintained, all advisers receive on-going professional development and training.

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About us

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Based on Wimbledon Broadway since 1986, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning including: investment, pension and retirement advice, tax efficiency for financial planning strategy, cash flow modelling, life & critical illness protection and inheritance tax mitigation.

Services

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Our advisers will provide illustrations and clear concise explanations on new or current pension plan(s). Our independent advice is backed-up with, detailed fund analysis and ongoing support through to retirement. Your retirement fund does not need to be exclusively made up of pension investments. It can also include other forms of investment such as bonds, property, shares, ISAs and OEICs.

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Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.

Clients Feedback

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The Investment you set up for me was indeed a good one and continues to be. The Legal & General investment also continues to bring me the necessary amount to live comfortably, albeit quietly at the age of nearly 89! I have both of these investments to thank you for which I am very grateful. With the current world wide troubles you will have much to consider, I can only put my trust in MFS and their expertise and thank you for your guidance in the past few years.I would like to thank you for the financial benefits I have received as a result of your expertise in the past.

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