A family husband and wife business keen to foster the personal touch. Providing advice in all areas of personal finance. Meetings can be arranged privately at our office in Milnathort or we can arrange to meet you at your home or business premises.

Serviced Areas

  • Fife, Perth & Kinross

Contact Details

  Website
  City Kinross
  Postcode KY13 9XT
  Address 35 New Rd Milnathort
  Phone Number 015 7786 3577

Products & Services

Financial Services

Protection
Retirement
Investment
Savings
Mortgages and Home Loans
Ethical Investment

  • I would recommend this business

Local, professional and friendly, after receiving great advice I got my Pension sorted out, very happy to recommend!

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

Excellent caring trustworthy service. I’ve dealt with MTM for over 15 years!

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

I was in need of financial, taxation and mortgage advice. This I received at the highest level. John Dawson dealt with my financial and taxation side and Jean Dawson dealt with the mortgage side. They both were most courteous, efficient and business like in their dealings with me and other parties with whom they had contact, on my behalf. All business was concluded swiftly and with compassion and humour. They are an excellent team and I cannot rate them highly enough. I wish them well in their endeavours and I am certainly a client for life. I wholeheartedly recommend them to anyone wishing for a good confidential service.

From Our Website

Ethical Investing allows you to decide how your money is managed, focusing on organisations that make a difference in the areas that are important to you e.g. At its core 'Ethical Investment is a range of investment styles which go beyond simple financial returns to incorporate a client's ethical, social and environmental values into the investment process. This area is also often referred to as Sustainable and Responsible Investment (SRI). As the UK ethical market has grown, the range of styles and approaches to investment has developed too.


Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, typically 58. This is based on an average house price of 239,000 with an average loan amount of 203,150. The value of pension or investments can fall as well as rise, and you can get back less than you invested. More than mortgages Ltd is authorised and regulated by the Financial Conduct Authority Registered in Scotland, Registered No. SC313067.


As Independent Financial Advisers, we have access to financial products from the widest possible range of leading investment management and insurance companies. IFA's have the complete freedom to recommend particular investments purely on the basis that they best suit the needs of the client. A key benefit of our service is our personal, caring approach with no time limits imposed, allowing you to feel completely comfortable when discussing personal matters and asking questions. It is important that we fully understand your needs and to ensure this is the case, we conduct a comprehensive 'Fact Find', which can be tailored to suit your needs.


Jean and John were extremely approachable, they really make it all about you so much so after only my first meeting with them I felt like I'd known them for years. They are a great team and very professional at what they do. They have a wealth of knowledge on financial matters and in the process make it very easy for you to understand. I was having great difficulties with my mortgage lender after a particularly awful break up with a partner and to say that Jean bent-over-backwards to secure me a great mortgage is an understatement.