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About MFS Independent Financial Advisers

Operating 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 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. All advisers receive on-going professional development and training. The MFS adviser will carry out a detailed analysis of a prospective client's financial situation and any existing financial planning arrangements. Then after careful consideration of the client's needs, objectives, tax position and attitude to investment risk, the adviser will recommend and explain the best course(s) of action. A cash flow forecast modelling presentation can also be provided. A report will then be issued to assist clients to consider the appropriate options and decide the way forward. When clients proceed with the advice provided, the MFS team of experienced and qualified staff will implement and administer effectively and efficiently all the associated paperwork. MFS offers a complimentary, exploratory initial consultation when prospective clients can raise questions concerning their financial planning situation. This initial, exploratory meeting allows prospective clients to understand the financial planning options available and will help establish whether they feel comfortable that MFS is a suitable company to provide their initial and if required, ongoing financial planning guidance and support. The MFS team is proud of its highly professional service level providing independent financial advice to a wide diversity of clients across a broad range of financial planning.

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