ADDED VALUE

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Introductions to other Professionals

  • When assessing your financial objectives often you will need advice or support from other professionals.
  • We will get you to the right people at the right time.
  • We have considerable experience working with every professional we recommend and understand the areas in which they can help you solve your issues.
  • Above is a summary of some of our professional connections that we can introduce you to should you need specialist advice.

Financial Vault

  • MTS will keep an organised and up to date file of all your financial records, available at your request.
  • This will save you the hassle of keeping track of everything.

Removing Hassle from Administering Everything

  • MTS will simplify everything.
  • Removing the headache from your annual financial management.
  • We will co-ordinate information with other professionals to save you time.
  • This will include co-ordinating your tax affairs with your accountant.

Client Team Access

  • Between reviews, your MTS Wealth support team is available at anytime when you need us.
  • We will endeavour to promptly respond to you by phone or e-mail as requested.

Staying close and informed

  • We will keep you informed about any important financial information or events that you should know about.
  • We stay in touch with our clients by E-mail on a regular basis, when we keep them up to date about what is happening in the markets, any changes in tax rules and other topical financial information.
  • We will contact your personally on a regular basis, to ensure that your needs are being meet.