Financial Planning

Let’s get back to financial planning how it used to be – only better, with the resources of the computer age at our fingertips.  We seem, as a nation, to have lost the habit of looking at all of our investments as a whole, and rely on ‘instant’ advice from the web – or worse, the bank!

At M6 Financial Ltd, located in Church Stretton, Shropshire, we deliver Financial Planning with the personal touch and genuine unbiased advice. It doesn't matter if you live in Shrewsbury, Telford, Ludlow, Bridgnorth, Much Wenlock, Craven Arms, Bishops Castle or Minsterley, Financial Advice is on your doorstep. 

We know how difficult it is dealing with call centres, and large institutions.

Have you tried to talk to your bank manager lately?  When did your building society manager last come to see you?  And, although they claim to give you financial planning advice, have you ever noticed that the only products on offer happen to be their own?

So, let’s get down to basics.  We believe that every client is different, every client is important and every client deserves our very best efforts.

If you come to us for financial planning help (or we are happy to come to your home or office at a time that’s convenient to you) we will spend time getting the full picture, understanding your short and long term objectives and addressing each of your areas of concern:

Up-front arrangements

Pay us a fee to cover, say, an hour’s meeting, or we can take a commission on any business placed with us.  It’s up to you.  We believe in being completely transparent in our arrangements, so there are no areas of uncertainty and no surprises.

For example, in an hour, we could perhaps look at your protection requirements, advise on your existing portfolio, plan your retirement needs, minimize tax liabilities after your death, invest for your children’s education … You decide.

Authorised and regulated by the Financial Services Authority

Please note that the Financial Services Authority does not regulate tax planning and advice.