MT Financial Management

The Merchants House
The White Hart
Market Place
PE11 1SU

T: 01775 717220

F: 01775 717225


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Our Firm

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


Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

MT Financial Management is authorised and regulated by the Financial Conduct Authority ( Financial Services Register No: 452952