Wealth management - M.R. Financial Services
M.R. Financial Services Ltd was founded to provide a professional, high quality and friendly service to clients seeking impartial and independent financial advice.
Led by Andrew Mackie, our small professional team never see you as a number. Our clients say we are approachable and we always aim to be jargon free in what is an increasingly complicated financial world.
Based within the Fulwood office of McDade Roberts Accountants, we work on your "big picture" financial situation. We provide independent financial advice to individuals, trustees and business owners to help build, manage and protect their wealth.
We can help you with investments, inheritance tax planning, protection and retirement planning on an individual or corporate basis as required.
M.R. Financial Services Ltd believe in building and maintaining long-term relationships with our clients so we promise to keep in touch on a regular basis to ensure you feel in control of your finances.
The first meeting of up to 1 hour is free and of no obligation, so why not book yours today?
Wealth Management – 01772 779200
Director: Andrew J Mackie
M.R. Financial Services Limited is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation and trust advice
We are entered on the Financial Services Register No. 431904 at https://register.fca.org.uk/
Company Registered in England, Number: 3670002
Registered office: 316 Blackpool Road, Fulwood, Preston, Lancashire, PR2 3AE
Also at 47 Hoghton Street, Southport. PR9 0PG
The information contained in this website is targeted at UK consumers only