We specialise in the provision of Independent Financial Advice and always aim to deliver a highly professional, personal service in a friendly, uncomplicated manner. In an industry often littered with technical jargon, sophisticated financial products and a myriad of tax and other legislation, we hope that you will view us as a breath of fresh air.
We like to present our advice in a honest straightforward manner which is clear and easy to understand. So why not give us a try? I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
We like to present our advice in a honest straightforward manner which is clear and easy to understand. So why not give us a try? I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
Services
At MPI, our aim is simply to provide all our clients with quality independent financial advice and to give them the freedom to choose the level of service and advice they require. Our range of services are clearly priced, tailored to suit a wide range of client needs and have been developed to offer genuine value for money.
We have a team of independent financial advisers and support staff. We provide personalised financial advice on many areas, such as business advice, pensions & retirement options, savings and investments, equity release, mortgages, estate planning, wealth management, long term care and much more. Paula is a highly experienced General Insurance specialist.
We are able to advise and provide solutions to a wide range of both personal and business financial areas. We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.
We are Independent Financial Advisers, as such we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and choose the most suitable deals currently available. This means we are able to make arrangements to maximize the benefits to our clients.
Treating customers fairly (TCF) is central to the delivery of The Financial Conduct Authority (FCA) retail regulatory agenda, which aims to ensure an efficient and effective market and thereby help consumers achieve a fair deal.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
Firms must be able to demonstrate that they are consistently delivering fair outcomes to consumers and that senior management are taking responsibility for ensuring that the firm and staff at all levels deliver the consumer outcomes relevant to their business through establishing an appropriate culture.Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
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