Welcome to MFS

Based on The Broadway, Wimbledon SW19, MFS is a well-known and respected firm of independent financial advisers with a track record stretching back over 50 years.

Why choose MFS?

MFS recognises that clients need to receive the best unbiased advice. To ensure this is achieved, 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 Chartered Financial Planner. All advisers receive on-going professional development and training.

Our approach

The MFS adviser will carry out a detailed analysis of a client's financial situation and any existing financial planning arrangements. Then after careful consideration of the client's needs, objectives and attitude to investment risk, the adviser will recommend and explain the best course of action.

Part of the quality service incorporates appointing a dedicated adviser to monitor the client’s on-going financial planning and to provide a regular review service. This ensures that the client's financial objectives continue to be met throughout the years ahead.

Our commitment

We will provide a professional, independent advice and review service. Each client's peace of mind is important to us. Being independent means we are not tied to any product providers and are free to give advice based on knowledge of the open market.

Our operation

The advisers utilise the latest sophisticated software for their analysis and research, in order to provide the most up-to-date information on clients' investments and the alternative products available. Each adviser has a personal assistant to ensure that all client related administration is carried out effectively and efficiently.

Merton Chamber of Commerce We are celebrating
over 50 years of experience in financial services