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Becoming a client

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If you are thinking of becoming a client of MT Financial Management, you will first want to meet us and make sure we are the right advisers for you.

We also want to be sure that we can help you so the first step towards your joining us is to arrange an initial, no obligation meeting at our expense, at a mutually convenient time and place.

You can do this by phoning us, by e-mailing us, by writing to us, by visiting our offices or you can register with us via our website – just click on the Book a consultation icon that you will see throughout the site.

This will take you to a screen asking for basic contact details and a second screen asking you to identify your financial priorities. Don’t worry if you don’t complete it all the first time – you will be given log in details so that you can complete or amend your details whenever you like.

If after our initial meeting, we decide to work together, we will follow the steps set out here.

If you would like further information on any of our services, and how we can help you, please contact us. We look forward to being able to help you plan your financial future.

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

Registered Address: Bank House, Broad Street, Spalding, Lincolnshire, PE11 1TB
Registered in England, No. 03195612

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning,
taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore
targeted primarily at consumers based in the UK.
Chartered Financial Planners