FAQs

General

Do I need financial advice?

A financial adviser can give you advice about managing your money as a whole, or help you with specific needs or goals.  You may decide you want financial advice if for example: you want to start saving for a pension; are considering protecting your family in the event of accident, illness or death; you inherit a lump sum of money; want to start regular savings or are coming to retirement and want help converting your pension fund into retirement income.

How do you find your clients?

Nearly all our clients are referred to us.

What type of clients do you have?

We have clients from all walks of life.  Our clients include lottery winners, business owners, such as Directors  and Partners, private individuals such as IT consultants, Managers, Teachers,  Farmers, Salesman and Office Staff and clients enjoying their retirement! 

What will I have to pay?

A first meeting is usually offered at no obligation. At this meeting we will explain how we are paid and the options open to you. 

How do I become a client of MTM Financial?

If you think you would like to hear more about us or meet an adviser.  Please phone 08001303127 or e-mail info@mtmfinancial.co.uk 

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