Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

MKB Financial Advisers Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

MKB Financial Advisers Ltd

Overview:

Our objective is to deliver a high quality face to face financial planning service to each of our corporate and individual clients.

Using our experience and technical skills we work very closely with our clients to:
Analyse and understand the client’s individual situation and circumstances.
Identify, evaluate and prioritise the client’s specific needs and objectives.
Develop, present and agree appropriate strategies to meet the identified needs and objectives.
Research and recommend suitable products to help the client implement the agreed strategies.
Review future progress against the planned strategies and adjust to change as required.

We operate in an increasingly complex world. Changes in legislation and regulatory environments are matched by equally far reaching social and technological change. In such a fast moving environment MKB can act as your financial planning partner and help you to interpret what may affect you and what won’t.

As financial advisers, MKB are deliberately and positively independent. On that basis we are completely free to deliver the most appropriate financial strategies, products or services that suit you best.

In 2010 we were awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at cii.co.uk

When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Note: As the leading professional body for the global financial services profession, the Chartered Insurance Institute (CII) exists to promote higher standards of integrity, technical competence and business capability. With over 112,000 members in more than 150 countries, the CII is the world's largest professional body dedicated to insurance and financial services.

MKB Financial Advisers Ltd are an appointed representative of Intrinsic Independent Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Independent Limited is entered on the FCA Register under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.