Local, Personal, Independent Financial Planning

Welcome to MBS Financial Planning. We act with you, on your side, to provide the very best solution using the very best Institutions to meet your requirements.
The process we adopt is to reflect on the financial situations our clients find themselves in help them construct a plan and then to continually help in revisiting their situation to develop, recommend and implement changes to suit their changing circumstances.

Our Process

1
Establish
2
Gather
3
Develop
4
Recommend
5
Implement
6
Monitor
1
Establish

Initially it begins with establishing contact and establishing a professional arrangement

2
Gather

Gathering the information required is important

3
Develop

This enables us to develop a plan

4
Recommend

We can then make our recommendations

5
Implement

Once agreed we can implement the strategy

6
Monitor

1)    Once we implemented it is important to monitor the plans against the changing circumstances of our clients situation the economic situation and the ever-changing world of investment

The initial strategy adopted can then be tailored to reflect these new developments.

Our Team

Jonathan McAlpine, Liam Rice, and Alan Smyth have been working in the world of Financial Services for a combined total of over 90 years.

The administration team is experienced and have at their disposal some of the most developed Financial Planning systems the advisory industry has to offer.

Latest News

22/08/2024

Financial Planning Client Update

As expected, the Labour party won the General Election on 4th July although the size of their majority exceeded expectations. Given the size of the majority, it is likely that we are now entering a period…
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22/08/2024

The impact of the General Election on Financial Planning

The Prime Minister Rishi Sunak surprised everybody on 22 May by announcing a general election on Thursday 4 July. One consequence of the election announcement is that we are going to face a month of endless…
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