Welcome

As a well established firm of Independent Financial Advisers we provide our Wealth Management clients with a financial planning service which is more than just a transactional service instigated by client request.

As financial professionals we have designed MI Wealth Management to provide an ongoing proactive level of service to our clients at a known cost. The advantage to clients is that they will have regular access to a senior adviser, able to discuss their investments and finances secure in the knowledge that they will receive good impartial advice, and without having to worry about the cost.

Covering Wiltshire, Bath and Somerset, we provide free initial consultations without obligation. We listen to your needs, and discuss with you the most appropriate financial solutions for your personal circumstances. Any recommendations made will always be confirmed in writing, and you can be sure we'll have your best interests at heart.

We are also pleased to be able to introduce you to the services of other professionals as and when necessary, such as Solicitors, Accountants or Stockbrokers, or to work closely with your existing ones.

Our aim is to provide wealth management and investment services of real value to our clients, making a positive difference to their financial security, both today and in the future, helping them achieve their financial goals.