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.
Initially it begins with establishing contact and establishing a professional arrangement
Gathering the information required is important
This enables us to develop a plan
We can then make our recommendations
Once agreed we can implement the strategy
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.
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.