Who we are
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.
Our approach
The MFS independent adviser will carry out a detailed analysis of your financial situation and any existing financial planning arrangements. Then after careful consideration of your 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 be issued to assist you with your appraisal of the appropriate options and in discussions with the adviser decide the preferred financial planning strategy.
If clients wish to proceed with the advice provided, the MFS team of experienced and qualified staff will implement the requirements and deal with all the associated paperwork.
Your dedicated adviser will not only work with you on all the initial financial planning but also remain available to guide you with future decisions for your ongoing financial planning. Additionally, your adviser will keep you updated on new products, revisions to tax legislation and amendments to financial planning regulations.
Lifetime Financial Planning. MFS also provides Lifetime Financial Planning. For information go to the tab SERVICES & FEES and scroll down to Lifetime Financial Planning. Alternatively, click here.
Our commitment to you
MFS offers a complimentary, exploratory initial consultation when prospective clients can raise questions concerning their financial planning situation
This initial, exploratory meeting allows you to understand the financial planning options available and will help establish whether you feel assured that MFS is a suitable company to provide your 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 the broad spectrum of financial planning.
MFS Centralised Investment Proposition
MFS possess a robust Centralised Investment Proposition (CIP). This has been structured to encompass a diverse array of fund types. The design affords clients a substantial range of investment solutions, while simultaneously preserving a uniform client experience. The MFS Investment Committee have opted to incorporate four Investment Fund Managers within the CIP; LGT Wealth, Waverton Management, Timeline, Tatton and our own MFS ‘Core Low-Cost’ Portfolio. The portfolios incorporate; Unitised Discretionary Fund Management, Whole of Market Fund of Funds, Fettered Fund of Funds and Passive Multi-Asset Funds.
To ensure alignment between client needs and investment strategies, our advisers are provided with a range of options from our approved Investment Fund Managers. This selection process allows for the creation of tailored investment portfolios, taking into account individual client circumstances, financial goals and the prevailing market conditions, offering both choice and flexibility.
The MFS CIP can be used exclusively for your investment requirements or in tandem with other investment options.
MFS Financial Bulletin
LGT Portfolio Fact Sheets
LGT Sustainable Portfolio Fact Sheets
W1M (previously Waverton) Fact Sheets
LGT Quarterly Report
The MFS fee-based structures.
The following fee structures are always formally provided and the clients agreement confirmed before any fee based work is undertaken:
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Designed for investors requiring on-going financial advice, guidance and support and portfolio management. Our service includes: ongoing access to a dedicated consultant, ongoing revisions as approporiate to your investment portfolio(s), pre-scheduled face-to-face or telephone based financial reviews, quarterly e-bulletins and newsletters and on-line access to your investment portfolio(s).The fees for our initial and ongoing services can be deducted from the investment fund or may be paid by cheque or bank transfer as you prefer. Your adviser will set out clearly for you all fees and payments.
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Designed for clients who want to purchase a single or group of investment or financial products, such as pensions, ISAs or life assurance and who don’t require on-going financial advice or portfolio management. Our service includes: a confidential financial review, advice on product range, set-up and all related paperwork and adminstration for the chosen product(s). Future ad hoc financial advice can be provided when requested and will be charged at agreed rates according to the level of service and time required. The fees for our services can be deducted from the investment fund or may be paid by cheque or bank transfer. Your adviser will set out clearly for you all fees and payments.