My Financial Services Ltd are a modern client focused financial advisory firm which provides independent financial advice to both private individuals and businesses. We work closely with our clients to ascertain and understand their specific needs & goals and together put in place plans structured to achieve their personal goals. Our aim is to develop a long term relationship and trust with our clients as we endeavour to achieve the most suitable outcomes for our clients immediate and long term goals.
Where we can help:
Personal Financial Planning
Corporate Financial Planning - Small Business
Corporate Financial Planning - Larger Companies
Advisory - This service allows you to transact business on an ad hoc basis. This service is probably most suited to the individuals who want to take a greater degree of responsibility for their own personal financial affairs. The responsibility will be with you to contact us as and when you require any future advice.
Financial Planning - This service allows you to transact business, safe in the knowledge that your adviser will carry out a regular review of your finances. A regular review ensures that we keep your personal and financial information up to date and allows you to check that your plans are on target to meet your goals, whilst investments keep within your capacity for loss and risk tolerance limits. This service is ideal for individuals in the “Accumulation” stage of wealth building.
If you want to periodically review your financial plans and have an on-going relationship with your adviser, then this service is probably the most suitable. Your adviser will contact you to arrange an appointment to complete a full financial review of your finances every two years. In addition to this service your adviser will endeavour to contact you annually by telephone, to ensure that you are happy with your plans progress.
Wealth Management Service - With this service your adviser will make an appointment to provide a full review of your finances each year, and also a bi-annual meeting to discuss your investments progress. With this service you may also access additional benefits such as Discretionary Fund Management (provided your funds under management exceed £100,000) and other specialist advice areas such as for example Inheritance Tax Trust Planning - (which is not regulated by the FCA). It is probably most suited to the individuals who require a fully proactive partnership resulting in more frequent contact with your adviser.