MT Financial Management was formed in 1996 in Spalding to provide independent and unbiased advice to the clients of Moore Thompson Chartered Accountants, who trace their origin to the 1920's in South Lincolnshire. As well as advising the clients of Moore Thompson we also have strong connections with a number of local solicitor practices. We also welcome new clients whe feel they may benefit from our professional services.
All of our advisers are qualified to Chartered Financial Planner status, which is an indication of the high level of technical knowledge and experience that you are able to benefit from. MT Financial Management was also one of the first firms in the UK to achieve Chartered Financial Planners status, which recognises the high level of professional expertise offered by our firm.
We offer our service to existing and new clients alike, with the expertise in-house to advise on the following areas:
- Financial planning for private clients and business owners;
- Investment portfolio management;
- Pension and retirement planning;
- Trust review service;
- Pensions and divorce.
We provide our services on a fixed cost basis, either by fee or commission or a combination of both options.