Get in Touch

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Becoming a client is easy

We offer the first meeting at our cost, and are happy to see you at your office, or home, to explore the different service options we offer.

Simply contact us on the details below and we’ll be in touch to arrange this appointment, with no obligation to you.

Typically our initial fees are 2% of the first £100K, then 1% of the remainder however some elements of work are charged at a higher or lesser amount as appropriate. We offer the first meeting on a no-obligation basis partially on account of this. Please see our full terms and conditions for more information.

That said, £1m+ accounts, and advising on pensions with guaranteed benefits are often individually negotiated to better reflect the scale and complexity of the work involved.

These are one-off, and up-front costs and we can take our fees from your investments so you don’t have to write a cheque.

Our servicing options are priced at 0.6% a year, but there are minimum fees on some servicing packages.

We guarantee the quality of our advice too, giving you peace of mind that you are guaranteed value for money.

MT Financial Management

Address: The Merchants House, The White Hart, Market Place, Spalding, Lincolnshire, PE11 1SU
Telephone: 01775 717220
Email: mtfm@mtfinman.co.uk
Click here for a detailed map of the area.

 

Enquiry Form

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I am happy to receive newswires and promotional information from MT Financial Management

If you would like to see full details of our data practices please visit our Privacy Policy and if you have any questions please email trevor@mtfinman.co.uk.

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document in the documents hub. This notice sets out how we will process your personal data in line with the General Data Protection Regulations.

If you wish to register a complaint, please write to The Complaints Manager, The Merchant’s House, Marketplace, Spalding, Lincolnshire, PE11 1SU, or telephone 01775 717220

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.