M F S Independent Financial Advisers

Who we are

MFS Independent Financial Advisers has been providing professional financial guidance to individuals and businesses in Wimbledon and the surrounding areas since 1986. We are a team of experienced and qualified Chartered Independent Financial Advisers, holding the necessary qualifications and regulated by the Financial Conduct Authority (FCA).

Our Approach

We believe in a personalized and collaborative approach to financial planning, working closely with you to understand your individual goals, aspirations, and financial situation. We take the time to review your existing financial plans and investments, assess your needs, and discuss your concerns.

Through careful analysis and consideration, we recommend and explain the best course of action, providing clear explanations and tailored solutions to meet your unique requirements. We pride ourselves on providing accessible and jargon-free guidance, ensuring you fully understand the options available and the potential impact of your financial planning decisions.

What we offer

MFS offers a comprehensive range of financial planning services, including:

• Pensions & Investments: Retirement planning, investment portfolio management, and pension transfer reviews.
• Tax Planning: Inheritance tax mitigation, capital gains tax planning, and tax-efficient investment strategies.
• Life & Protection: Advice on life insurance, critical illness cover, and risk management strategies.
• Corporate Financial Planning: Financial planning for businesses, including retirement planning for employees, corporate investment solutions, and employee benefit reviews.

Our commitment to you

We are dedicated to providing exceptional client service and building long-term relationships. Our team is available to guide and support you throughout the financial planning process and beyond, proactively updating you on market changes, legislation updates, and any relevant financial developments.

Our Investment Solution

Our unique Investment Solution offers a personalized and flexible approach to investing, leveraging the expertise of respected investment firms LGT Wealth Management and Waverton Investment Management. This ensures comprehensive analysis, diverse investment options, and regular review and adjustment of your portfolio.

Partnering with MFS

By choosing MFS, you gain access to experienced professionals who genuinely care about your financial well-being. We are committed to providing personalized, objective, and tailored financial planning solutions to empower you to achieve your financial goals and navigate the complexities of the financial landscape.