Here to help
Our aim is to help individuals and businesses achieve their financial goals.
Our approach is straightforward. You tell us about your current situation, your financial objectives and when you’d like to achieve them. We then develop a practical plan – see Lifestyle Financial Planning below – to help you work towards those objectives.
We’ll discuss the plan with you and agree on the actions you’d like to take. The final decisions are always yours, but we’re here to offer clear, jargon-free advice and guidance both now and in the future.
Lifestyle Financial Planning
This is a financial plan designed and built around your financial future and the lifestyle you want to lead.
The same two questions come up time and again:
- Am I going to be financially OK?
- Will I have enough money for the rest of my life?
Clients often come to us with an immediate concern. You may be worried about your pensions or investments, concerned about the lack of growth in your portfolios or looking to bring several plans together. These are common concerns but good financial advice involves more than choosing a product or investment fund.
It starts with taking the time to get to know you. What are your goals, dreams and aspirations? Where would you like to be financially in the future?
A Financial Planner can help you explore these questions. At MJS Financial Management we draw on our experience and the latest cashflow modelling software to give you an honest and clear view of your financial position and future options.
The answer may not always be the one you hoped for, but understanding your current financial position is the first step towards securing the financial future you want.
Our Services
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Auto Enrolment
Auto enrolment helps people save for later life through a workplace pension.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
Testimonials
“We have been delighted with the service thus far from Martin. He is always easily contactable by phone or email and is very quick to reply to any queries. He has been proactive in ensuring that our financial products are always the most appropriate for our needs and that we are getting value for money. He is knowledgeable and efficient and extremely patient when it comes to explanations. We are happy in the knowledge that he is looking after our financial interests, leaving us the time to worry about other things! We would recommend him”.
LW Dunbartonshire
“Martin obviously is very well prepared for all our meetings and seems to have anticipated any questions we may have. At initial meetings he spent a lot of time ascertaining our needs and attitude to risk in particular. Charging was made very clear both within the products in which we have invested, and also his own professional fees and what he does for them. His manner is always very pleasant and professional”.
MD Lanarkshire
“Having never had an financial adviser before I was a bit nervous, but martins professionalism and the way he explained things in simple terms put me at ease. he is very patient pleasant man who is very thorough in what he does. the advice and service he has given me has been excellent. he has helped in a way that I feel more secure for the future and can now help my children more than I could before. I would recommend him 100%”.
JC West Lothian
Want to know more?
To find out more or to arrange a meeting with us, please call 0141 370 9113, or email martin@mjsfinancialmanagement.co.uk