MT Financial Management was formed in 1996 to provide independent, impartial advice to the clients of Moore Thompson Chartered Accountants, a Lincolnshire firm that can trace its origin to the 1920's. Today we hold Chartered Financial Planner status, regarded as the gold standard for the financial advice profession.
As well as advising the clients of Moore Thompson we also have strong connections with a number of local solicitor practices and welcome enquiries from any clients who feel that they may benefit from our services.
Issues we can advise on include:
- Financial planning for private clients and owners of small to medium businesses
- Investment portfolio management
- Pension and retirement planning
- Trust review service
- Pensions and divorce