MFS Independent Financial Advisors

read moreMFS operates The Pension Transfer Gold Standard code of best practice. This is a voluntary code that can be adopted by regulated financial firms which wish to offer specialist advice on pension transfers. In particular the Gold Standard covers financial advice on transfers from final salary schemes and pension schemes generally that have protected or guaranteed benefits. Financial firms and advisers who adopt the Gold Standard follow a set of principles over and above the basic regulations they are required to follow by legislation.

read moreYour 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. Looking after clients pension investments requires a bespoke wealth management solution that is flexible and adaptable for all changes in the future. The MFS Investment Solution fulfills this criteria by combining our own expertise and in-depth knowledge with a selected investment partner, LGT Vestra. Part of this unique service enables clients pension investment portfolios to be actively managed on a 'discretionary basis'.

read moreOne event we know will eventually happen to all of us is death. Though we cannot foresee our own demise, we can make sure that those we leave behind are financially secure. A term assurance policy is an ideal and cost effective way of providing financial security for members of your family on your death. You decide on the duration and level of the cover and pay a premium, (usually monthly), to your chosen assurance provider. If you die within the period of the contract, the insurance company will pay out as a tax free lump sum the level of life cover.

read morePlease 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.

read moreThe prospective client is therefore fully advised of all information relevant to any possible transaction and is also aware of the related fees, allowing an informed decision whether or not to proceed with recommendations presented. Fees can be arranged on an hourly fee basis or on an agreed fixed price basis. Where the work involves the transfer of one product to another (for example, in the case of pension transfer or ISA transfer transactions) the agreed fee can be settled from the transfer amount.

read moreThrough our customised services, MFS will help you fulfil your present and future plans, commitments and aspirations and help you to adapt as your business grows. At some stage in your company's development, it is likely to require financing. Be it to purchase a commercial property, an expansion programme or raise finances for a new venture, MFS offers a full consultation service, to assist your company in reaching its goals. We also offer professional financial advice on Partnership agreements and company wills, as well as business disposals and acquisitions.