About us

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 origins to the 1920s.

We hold Corporate Chartered Financial Planner status and were one of the first firms to do so, when Corporate Chartered Status became available in 2007.

We are advocates for the power of professionalism and employ experienced, highly qualified advisers, and support them with dedicated administrators and paraplanners to ensure that we have the capacity to deal with all our clients problems.

None of our 20+ staff are on any form of commission, to ensure that all our advisers have the time to spend properly considering our clients needs and to ensure that we can offer an unbiased, independent advice service.