Founded in 1964, MFS from its Wimbledon offices employs a team of qualified advisers (including Chartered) each specialising in their chosen fields encompassing:- Individual & Group Pensions including Self-Invested Schemes & Trustee Wind-Ups, Investment Advice for Income or Growth, Employee Benefits/Corporate Services for Directors, Executives & Business Owners, Life Protection & Private Medical Insurance. A separate Mortgage & Commercial Loan Dept provides a whole of market choice for its clients. Fee structures disclosed & initial consultation are without charge.

Served areas

Wimbledon/ Merton/London

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Pensions

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Our advisers will provide illustrations and clear concise explanations on new or current pension plan (s) . Our independent advice is backed-up with, detailed fund analysis and ongoing support through to retirement.

MFS Independent Financial Advisers Report

Operating since 1986 from prominent High Street offices at 235 The Broadway Wimbledon SW19, MFS is a well-known and respected independent financial advice company with a track record stretching back over 50 years. All MFS independent advisers are qualified with the Chartered Insurance Institute or Institute of Financial Services and hold the requisite Financial Conduct Authority (FCA) approved financial planning qualifications up to the highest level of a Chartered Financial Planner.To ensure that the highest levels of professionalism are always maintained, all advisers receive on-going professional development and training.

About us Report

Based on Wimbledon Broadway since 1986, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning including: investment, pension and retirement advice, tax efficiency for financial planning strategy, cash flow modelling, life & critical illness protection and inheritance tax mitigation.

Request A Free Consultation Report

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Clients Feedback Report

The Investment you set up for me was indeed a good one and continues to be. The Legal & General investment also continues to bring me the necessary amount to live comfortably, albeit quietly at the age of nearly 89! I have both of these investments to thank you for which I am very grateful. With the current world wide troubles you will have much to consider, I can only put my trust in MFS and their expertise and thank you for your guidance in the past few years.I would like to thank you for the financial benefits I have received as a result of your expertise in the past.

David & Claire

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This letter is to say a big thank you to you personally for many years of excellent financial advice and also to other people in the firm who have contributed, particularly Lesley Bowers, whom it has always been a real pleasure to deal with.

Kerry Brunt

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This is first to say I'm delighted with the progress of the ISA and to thank you very much for looking after my finances so well.

L. Lorna

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Thank you so much for your help and kindness to me over so many years.

Evelyn Ancroft

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The Investment you set up for me was indeed a good one and continues to be. The Legal & General investment also continues to bring me the necessary amount to live comfortably, albeit quietly at the age of nearly 89! I have both of these investments to thank you for which I am very grateful. With the current world wide troubles you will have much to consider, I can only put my trust in MFS and their expertise and thank you for your guidance in the past few years.