Please feel free to browse our pages and learn about the services we provide to clients nationally. If you need any assistance, you can contact us by phone, email, in writing or by instant message here. I am currently relocating from London to Bristol and wanted to use an adviser in Bristol. Our first contact was over the phone and you talked me through many options, I understood everything you said and I felt you were very helpful.
If you need mortgage help, MK Financial Planning offer a superb service. I had several pots of money and I needed to get them into some sort of order. After some letters of authority to the relevant companies you gave me lots of feedback, what was even better was I understood everything. I had received mortgage advice from a firm who specialised in this area.
If you need mortgage help, MK Financial Planning offer a superb service. I had several pots of money and I needed to get them into some sort of order. After some letters of authority to the relevant companies you gave me lots of feedback, what was even better was I understood everything. I had received mortgage advice from a firm who specialised in this area.
Services
We offer you high quality advice, excellence in service and careful and sustained attention to your needs. If you choose to become one of our clients, we will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business needs. This will assist you and your family in maintaining and growing your wealth, supporting your lifestyle and protecting against risks.
Our business commits itself to putting you in the right hands with a solicitor that takes away the stress normally associated with the house buying and mortgage process. Whether you are buying for the first time, moving house or remortgaging you will need to instruct a conveyancer to deal with all the legalities involved in completing your home purchase or remortgage.
The one thing most people don't care thinking about is making a will, but if you die and you haven't made a will your family may suffer delays, hardship and possibly costly legal bills. By making a will you can decide what happens to your property and possessions after your death. Although you do not have to make one by law, it is the best way to make sure your estate is passed on to family and friends exactly as you wish.
Client feedback is extremely important to us. It helps us ensure we provide a high standard of customer service, therefore, we would appreciate if you would complete our simple feedback survey. All answers and information you provide will be kept confidential and secure at all times. Do you feel that the adviser asked enough questions about your financial and personal circumstances to make a recommendation?
We offer a range of insurance policies from a number of leading insurers which can pay out a lump sum if you were to die or if you are diagnosed with a critical illness. We can also arrange policies which will pay out a monthly benefit should you be unable to work through accident or sickness. Many people, at all stages of life can benefit from the peace of mind a Life/Critical Illness policy can bring.
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