Affordable financial solutions

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or email us at


MI Financial Services

The Long Barn
Paxcroft Courtyard
Trowbridge
Wilts
BA14 6JB

T: 01225 771540

F: 0870 199 1757

E: mail@mifs.co.uk

Benefits of becoming a client

When you become a client of MI Financial Services you will be able to benefit from a wide range of services, including

  • Comprehensive Pension reviews
  • Pension transfer service
  • School fees planning
  • Access to our Wealth Management service
  • Regular reviews, if required
  • Access to specialist discretionary investment managers
  • Access to specialist Will & Trust experts
  • Offshore investments
  • Life assurance reviews
  • Tax planning
  • Reduced fees for Mortgages via our associate company MI Mortgage Services Ltd

In addition to regular face to face reviews and consolidated valuation summaries,we provide our financial planning clients with regular newsletters, briefing notes and other topical information.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority do not regulate national savings or some forms of mortgage or tax planning.

MI Financial Services is a trading style of MI Financial Planning Ltd which is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. FSA Registration No: 190859