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WHO WE ARE
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.
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.