Financial Planning Service
We have established the Financial Planning Service to provide an on-going pro-active service to clients who want more than a simple transactional service. The advantage of this is that you have priority access to an Advisor to discuss your finances regularly, and at a known inclusive cost. We provide our clients access to the Financial Planning Service at several levels depending on their individual situation and requirements. At all levels the financial planning advice will be focussed on you and the advice which is best suited to your needs and goals at an affordable cost.
Clients choosing to subscribe to our Financial Planning service, benefiting from regualr reviews and other services, become "Wealth Management" clients and have priority access to and time with a senior adviser.
For more information about our Financial Planning service, please contact us or visit our Wealth Management website at www.miwm.co.uk