Our History
Manson Financial Services Ltd were established in 1987 and are Independent Financial Advisers regulated by the Financial Services Authority and part of the Manson Insurance Group Ltd, which was established over thirty years ago.
We offer impartial independent financial advice to both the individual client and corporate market.
How Manson Financial Services will be of benefit to you
At Manson Financial Services Ltd we offer a bespoke personal financial planning service.
As independent financial advisers we can offer the services and contracts that are available throughout the marketplace.
At our first meeting we will discuss in extensive detail different aspects of financial planning requirements. You may have accumulated some existing policies, which we will be pleased to review and adapt, if appropriate, into our recommendations. We will agree with you your objectives, priorities and recommend an action plan that needs to be undertaken to help you achieve financial security.
We will review your needs on a regular basis to ensure that as your circumstances change your financial plan is updated.
Our Team
Nowadays financial planning is so complex that no one individual can be an expert in every area. Our size enables our advisers to specialise so whatever your need someone within our team will be able to assist you. We can discuss with you the pension, investment, protection or mortgage you need and arrange it on your behalf.
How do we operate?
The basis of any financial advice is to ‘know your client’ in order to identify any areas of need or concern. This is achieved through an initial meeting designed to obtain an overview of your present and future needs and aspirations. We believe in providing our clients with a complete financial planning service, not just a recommendation of products, so when you use our experience we will review your general financial requirements on an ongoing basis.
No individual insurance, investment, pension or mortgage provider is the best at everything. We use the most sophisticated computer research systems available to help identify and select the most suitable product and best company for you.
Any recommendations will be on an Independent basis which means we will be acting for you and not the provider.
What services do we offer?
Most of us are looking forward to a wealthier future. You may have already started to put your plans into actions but are you making the most of the opportunities available?
For individual private clients the financial planning services include:-
· Life assurance protection
· Income protection
· Flexible retirement planning schemes
· Bespoke investment planning to fit your attitude to risk
· Tax free saving schemes
· Residential and commercial mortgages
· Inheritance tax planning
In our corporate business department we offer specialised financial planning advice in the following areas:-
· Succession planning for shareholders / partners
· Business protection strategies
· Employee benefit packages including group life cover and income protection
· Pension planning including Small Self Administered Schemes and Self Invested Personal Pensions
· Stakeholder designation schemes
Can you confidently answer all these questions?
· Where is the best place to keep your cash reserves?
· Where is the best place to invest for the medium term?
· Which life policy is the most appropriate for your current family needs?
· What are your retirement planning options?
· How best should you invest a lump sum for income / growth?
· When should you consider remortgaging?
· How can you keep access to your assets yet still reduce your liability to Inheritance Tax?
We can provide tailor made solutions to these and many more questions. Our expertise is at your service. Our aim is to place you in a position so that you can make the right decisions to secure a successful financial future.
Remuneration
Manson Financial Services Ltd derives its income from either fees or commission.
After your initial meeting and following a discussion with the adviser, who will explain the differences between fees and commission, you can decide which is the most appropriate option for you.
A fresh approach
Our whole business will be built around the needs of you the client. We believe that clear, easy to understand communication will help explain the complexities of the products within the financial services industry. This approach will allow you to understand the benefits that are available with each product.
At Manson Financial Services Ltd we have developed an approach that is designed to be as flexible as it needs to be. We will arrange meetings at a time and location that is suitable to you and fits in with your lifestyle.
We are genuinely interested in your financial well being. Through our sister companies we are able to offer a wide range of products and services including general insurance and private medical healthcare.
Why you matter
Our customer first philosophy means that everything we do is driven by the needs and demands of you the client. We want your relationship with us to be positive and longstanding.
