MT Financial Management

The Merchants House
The White Hart
Market Place
PE11 1SU

T: 01775 717220

F: 01775 717225


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What we offer

We aim to offer all our clients

  • an efficient, first-class, professional service while retaining the personal touch
  • the benefit of our years of experience and wisdom
  • a plan tailored to your specific needs, reviewed and adjusted on a regular basis
  • research and administration backed up by the latest techonology
  • assurance of our confidentiality and trustworthiness

Areas of specialisation

We offer a professional and wide-ranging financial planning and advisory service, and we are also qualified to offer specialist advice in the following areas:

Investment portfolio management

  • Portfolio construction using an asset allocation model and based on your objectives and attitude to risk
  • Annual reviews of your portfolio to ensure that performance is in line with your objectives and risk profile
  • Valuations at other times as agreed on an individual basis 

Personal and business pension planning

  • Review of your current pension arrangements
  • Portfolio construction in line with your objectives and risk profile
  • Platform review to ensure that you are using the most suitable type of pension arrangement
  • Annual reviews and valuations

Planning for retirement and beyond

  • Advice on the retirement options that are available to you
  • Ensuring that your retirement options provide the maximum degree of tax efficiency
  • Managing your pension funds throughout your retirement

Inheritance tax and estate planning

  • Review of the current financial position of your estate
  • Advice on the options available to you in reducing your inheritance tax liability
  • Liaise with your other professional advisers (solicitor, accountant)

Trust review service

  • Review existing trust investments in line with the Trustee Act 2000 requirements
  • Advise on the establishment of new trusts
  • Annual trust review and report service

Pensions and divorce advisory service

  • Advice on the options available in respect of all types of pension plan in a divorce settlement
  • Report and recommendations as to the most suitable option for both parties

Our key areas of specialisation

retirement planning Retirement planning
investment portfolio planning Investment portfolio planning
pension review service Pension review service
Business planning Business planning

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

The Financial Conduct Authority does not regulate taxation advice, estate planning services and trust advice.

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