Our Philosophy

Our business philosophy is to put our client's interests first to help secure their financial goals - this simple philosophy is borne out of many years' experience of successfully working with our clients.

We listen to our clients. Understanding their real needs and concerns is a crucial part of our service. Our aim is to develop a long-term relationship for mutual benefit, offering regular reviews to ensure a client's financial plans stay on track.

We enjoy helping our clients solve their financial problems. To us a client is the most important person involved in our business, they are the purpose of our work. A client is not dependent on us, we are dependent on them. The fact that many of our clients have come to us through the recommendation of their family, friends or business associates is evidence of our success.

We offer clients a choice of charging by fee or commission, giving them full control over how we are paid. When being paid on a commission basis, we will not automatically take the maximum available for an investment or pension. Instead we review our commission rate depending upon the time spent, or likely to be spent, in carrying out the work, the complexity of the work, the level of skill or qualifications required, as well as our liabilities and regulatory obligations in respect of the work.

We also provide a transparent approach to charges, distinguishing between giving financial advice and  arranging  transactions. Having received financial advice from us, clients are under no obligation to proceed.

We would be delighted to talk to you about your financial planning needs and will always give you an indication of what we would expect to achieve, and details of the costs, before we start work on your behalf.

Our mission statement reflects our philosophy: " We aim to exceed you expectations when securing your financial goals, in creating and preserving your wealth."

Contact Us

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.