MTS Wealth was founded in 1967 as McCreery Turkington & Co, and has evolved and grown since then into its present form. As the firm approaches its 50th anniversary it can draw upon a lifetime of professional experience to bring a broader vision to the needs of clients. In the last year alone our clients have entrusted us to manage over £50 million in funds.
The combination of our long history of providing professional services together with the younger, more energetic members of our team, place us in the unique position of being able to offer innovative and creative solutions to the many challenges faced by our private and corporate clients alike.
Life presents individuals and families with ever-changing financial needs. Together with our sister company, MTS Chartered Accountants we can offer the complete spectrum of financial, tax and investment advice and provide tailored solutions to suit your individual and business circumstances.
Our clients receive a bespoke service that is tailored to their individual needs. Clients avail of an exclusively tailored Strategic Financial Plan, and their portfolio of assets is actively reviewed on an ongoing basis. Every client has a support team, to ensure that all their needs are met.
The key benefits our clients can expect include:
Objective and expert advice
Openness and transparency when dealing with clients
All communication to be clearly explained, without the use of jargon