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Independent Financial Advisor in Trowbridge, Wiltshire

Independent Financial Advisers in Trowbridge, Wiltshire MI Financial Services LLP
Independent Financial Advisors


Address: The Long Barn, Paxcroft Courtyard, Trowbridge,
Wiltshire. BA14 6JB
Telephone: (0845) 330 9818
Fax: (0870) 199 1757
E-mail: mail@mifs.co.uk
Visit our Web Site: www.mifs.co.uk

General information

YOUR ROUTE TO PROFESSIONAL IMPARTIAL INDEPENDENT FINANCIAL ADVICE

Member of the Federation of Small Business, IFA Promotion, CII, Personal Finance Society & Chamber of Commerce

MI Financial Services, an Independent Financial Advisor in Trowbridge, has been established for over 10 years with the Senior Partner having over 20 years experience within the financial services marketplace. We will approach the market from a unique perspective. Yours! Whether your looking for the best pension, mortgage, investment or life policy, the most suitable product is almost certainly out there. However, with a pool of over 30,000 financial products on the market, tracking down the right one can be a time-consuming and costly experience. With the help of MI Financial Services it need not be.

Our philosophy is to help our prospective clients discover define and understand the financial problems they face in reaching stated goals.
We ask four basic questions:
  1. Where am I now?
  2. Where do I want to be?
  3. How many different ways are there of getting there?
  4. Which is the best one for me right now?
We pride ourselves on meeting your needs, by ensuring that we understand your circumstances and requirements, before we make any recommendations or suggestions.

Independent financial advice is available across all aspects of personal and corporate financial planning but typically we find ourselves particularly active in the following areas:

Personal Planning
  • Lump Sum Investment
  • Regular Savings Plans
  • Retirement Planning
  • Income Protection
  • Personal Protection
  • Tax Planning for Individuals
  • Healthcare & Critical illness
  • Limited General Insurance
  • Mortgages & Re-Mortgages
Business Related Planning
  • Stakeholder Pension Planning
  • Company Pension Schemes
  • Group Personal Pensions
  • Tax Control for Companies
  • Director Share Protection
  • Partnership Protection
  • Keyman Assurance
  • Commercial loans/ Mortgages


Full details of our advisers, qualifications, services and business philosophy are available on our website: www.mifs.co.uk

MI Financial Services is a trading style of MI Financial Services LLP, which is authorised and regulated by the Financial Conduct Authority.
Registered in England No: OC302145. Registered office as above.

Your home is at risk if you do not keep up repayments on a mortgage or loan secured upon it.


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