Our services
At MPFS, we understand that our clients have a wide range of complex goals and preferences regarding the preservation of their wealth. Therefore, we take a very meticulous and holistic approach in dealing with our clients’ specific situations. We pride ourselves in decades of accumulated experience and expertise to bring you a wide range of bespoke financial advisory services. Combining all that we have to offer together, we can provide the optimal investment portfolio for you, tailored to your needs.
What we offer:
We use an integrated approach to provide you with a vast number of services aimed at managing, preserving and growing our clients’ assets.
- Retirement Planning: Step into your retirement with full confidence knowing that you have a steady inflow of money to allow you the lifestyle you desire
- Succession Planning: Transfer ownership of your medical or pharmaceutical practice in a smooth, seamless manner
- Estate Planning: Pass your wealth on to your loved ones and ensure that your assets are always protected
- Sale of Business Assistance: Deal with the intricacies of selling your practice by allowing us to help you streamline the process
- Grants and Funding Procurement: Learn about the vast range of funding opportunities available for you and how you can easily access them using our services
- Regular Savings Planning: Allocate a small proportion of your money towards a regular savings account and watch it grow with recurring contributions
- Investment Planning: Opt to place your money in an investment fund and leverage your portfolio’s return by diversifying assets as you wish
- Life Insurance Products: Gain peace of mind knowing that your family and loved ones are protected upon your death by working with us to select the most suitable life insurance policy for you
- Serious Illness Cover: Have the right protection in place to maintain financial stability even in times when you may be a faced with a severe health condition
- Income Protection Products: Secure a steady flow of income even in times when you may be unable to work due to injury or illness
- Section 72 Insurance Products: Shield your loved ones from massive inheritance tax bills by taking out cover that will pay out upon your death
- Mortgage Planning: Take a confident first step in purchasing a property by letting us handle the mortgage application process for you
Our process
We use an integrated approach to provide you with a vast number of services aimed at managing, preserving and growing our clients’ assets.
| Step 1: Discovery
During our initial meeting we will have a conversation about your current circumstances. We will look at your stage of life, your income and expenses, the assets you have built up and your plans for your money. We will gather together all the strands of your finances so that you have a complete picture of your current position. We will address any specific needs, objectives or problems you may have at this point.
| Step 2: Analysis
We will then look at your financial gaps and goals and show you how to improve your position.
If you have existing contracts in place we will see if they can be cleaned up so that you get better value for your money. Where we identify areas where financial contracts can help you to achieve your objectives we will identify which types of contract are going to best help you.
If you have existing contracts in place we will see if they can be cleaned up so that you get better value for your money. Where we identify areas where financial contracts can help you to achieve your objectives we will identify which types of contract are going to best help you.
| Step 3: Presentation
We will present our recommendations to you formally in writing, and where possible at a face to face meeting. If you agree with our recommendations we will then move to the implementation phase.
| Step 4: Implementation
Once we have received your agreement to proceed with our recommendation we will:
- Prepare all of the necessary paperwork for you.
- Once signed we will send off the relevant application forms.
- Follow through each application to completion.
- Advise you once everything is in place.
| Step 5: Monitoring
We are available by phone, email or in person at our office at any time you want to review your policy with us. Particularly if you arrange a fund-based investment or pension plan, it is important that you check up on it regularly to make sure that your investment strategy remains on track.
We are readily available for advice and assistance at any time and as each of our clients is assigned an individual advisor, a personal service is always guaranteed.
We are readily available for advice and assistance at any time and as each of our clients is assigned an individual advisor, a personal service is always guaranteed.
