We are a small, quality Financial Planning practice based in Wallsend, Tyne and Wear. We also have an office in Kelso. We offer a personal advisory service to our clients who are mainly based in the North East of England and the Scottish Borders.
The company has been trading since 2005 and during this period the business has gone from strength to strength and has continued to adapt to the many changes the financial services industry has presented.Including financial solutions for both pre and post retirement, as well as Group Pensions for Employers.
The company has been trading since 2005 and during this period the business has gone from strength to strength and has continued to adapt to the many changes the financial services industry has presented.Including financial solutions for both pre and post retirement, as well as Group Pensions for Employers.
Services
At Metropolitan we are a team of three experienced financial planners who all work directly with our clients to help them achieve their goals. Although we all have our individual clients it is important our clients feel part of Metropolitan and as a team we always take time to discuss solutions to our clients financial needs.
Our aim is to work with our clients to help create, protect and secure their wealth. To do this we take time to get to know the people we deal with and understand both their investment and personal goals. We offer a free initial client meeting where we will discuss your requirements and help you to select the most appropriate proposition to meet those needs.
At Metropolitan we believe that before we complete any financial planning we need to get to know our client. We pride ourselves on building not only a long-term financial relationship but also a long-term personal relationship with each and every client. We are committed to treating each customer fairly and providing clients with the best possible service.
In 2010 we joined forces with True Potential to provide us with a robust back office system. As a firm we believe that you should embrace technology and with this comes many advantages to both the client and the adviser. The True Potential system allows us to process business quickly, efficiently and compliantly.
Mark provides a high level of personal service and his attention to detail means I get truly independent financial advice. I have known Mark for many years and he has always given me a very professional service. I trust his opinion and advice on all aspects of my pensions, investments and savings. He has always discussed matters in detail, arranged any changes promptly and kept me fully informed.
Reviews
Be the first to review Metropolitan Financial.
Write a Review
