Complimentary initial meetings are provided at which prospective clients discuss their financial planning objectives, receive presentations of recommendations, have ample opportunity to raise their questions and establish if they feel comfortable that MFS is a suitable company for their requirements. Fee structures are always formally provided and the client's agreement confirmed before any fee based work is undertaken.
The 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.
Key facts about our services
Information about you
Information provided by your Confidential Financial Review allows us to gain a thorough understanding of your present and possible future financial circumstances. Follow the link below to download your Confidential Financial Review form. Complete the form to the best of your ability and bring it to the meeting with your Financial Adviser, who will help you to fill in any missing information.
Fact Find
Financial Review Document.
Information about us
MFS is authorised and regulated by the Financial Conduct Authority (FCA). Information on the service range we provide and the remuneration options for our work is in the following document.