Our History

The business was originally established in 1992 by Tony Menghini as Melksham Independent Financial Services, offering impartial advice to individuals and businesses across Wiltshire and Bath. As the business grew it moved in 1999 to an office on Challeymead Business Park, Melksham, where more advisors were recruited to help meet enquiries and maintain our high standards of customer service.

In 2002 what had now become MI Financial Services became a Limited Liability Partnership, and then in 2004 we moved to our current offices in a restored 19th Century barn on the outskirts of Trowbridge at Hilperton.

Over the years financial services have changed with greater regulation and protection for consumers. In preparation for more regulatory changes due in 2012, we became a limited company in 2010, MI Financial Planning Ltd, but we have retained our familiar trading name MI Financial Services, while also developing our specialist arm, MI Wealth Management for clients who wish a more pro-active service.

We are an appointed representative of The Whitechurch Network Limited, which is authorised and regulated by the Financial Services Authority (FSA). We are also members of the following organisations:

Federation of Small Businesses
Wessex Chamber of Commerce
Association of Independent Financial Advisors 
The Chartered Insurance Institute
The Personal Finance Society
IFA Promotion
Wiltshire Business

 

MI Financial Services is a trading style of MI Financial Planning Ltd.
Registered in England No. 7096855. Registered Office as above.

MI Financial Planning Ltd 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 (FSA Registration No: 190859). All contents of this 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.

The Financial Services Authority does not regulate taxation advice, trust advice, National Savings, some forms of offshore investments, some forms of buy to let mortgages, commercial loans, loans and overseas mortgages. The guidance contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.