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Our Personal and Personal Plus Services

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Our Personal and Personal Plus Services are fully integrated, personalised financial planning services that incorporate all your investments, pensions, ISAs, savings accounts and property assets.

Designed for clients with more than £200,000 under management, MT Financial Management’s Personal and Personal Plus Services include:

  • assessment of your investment objectives, attitude to risk and capacity for losses, using investment risk profiling software and discussion of your thoughts and feelings about investments
  • constructing an appropriate investment portfolio based on an asset allocation model determined by the risk profiling process and our discussions
  • access to discretionary and advisory portfolio management
  • online daily access to your portfolio through the secure client area of our website
  • management of your income and capital gains tax allowances in conjunction with your accountant
  • a detailed valuation and review of your portfolio with your personal investment adviser every twelve months
  • additional valuations and meetings on request
  • unlimited contact with your investment adviser by e-mail, telephone and letter
  • liaison with your other professional advisers, such as your accountant, solicitor or tax adviser
  • regular client newsletters and occasional seminars.

In addition, our Personal Plus clients receive the following services:

  • a detailed valuation and review of your portfolio with your personal investment adviser every six months
  • inheritance tax and estate planning
  • personal tax planning
  • inter-generational financial planning.

Our Personal and Personal Plus Service fees are detailed in our client agreement. There are no fees for implementing any fund switches that we recommend, so we have no incentive to encourage fund switching other than to improve your portfolio.

All of our fees are explained at the first meeting and you will not incur any costs from us until we have confirmed our fees to you in writing and we have agreed the fees and the work we propose to do for you.

For more information on MT Financial Management in Spalding, Wisbech and Market Deeping, please contact us.

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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