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MHI Limited
       
 
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MHI Limited
 
 
Overview: 



Mhi Ltd. has operated on a fees basis for many years. We do not sellers of products, but provide our clients with specialist financial advice and assist them in it's implementation so that they are able to achieve their financial goals.



Integrity, discretion and dependability are paramount when it comes to Financial Planning. As an independent investment adviser, we at MHI Limited are not tied to banks, Investment companies, Insurance companies or other providers of investment services. Our decision to enter into co-operation with other parties is guided solely by issues of quality and yield criteria for the purpose of realising your interests and achieving your aims. We summarise the fundamentals of our work in three guiding principles:
Competence

Regulated advice at MHI Ltd. is given by Graham J Miles the company's Managing Director. Graham has a Master of Science Degree in Financial Planning and Businesas Management. He is s a Fellow of both the Personal Finance Society and Institute of Financial Planning as well as being both a Chartered and Certified Financial Planner. Graham holds a number of specialist qualifications such as pensions and business financial planning. He is well know for his technical competence with in the industry and acts as a consultant to the Chartered Insurance Institute.
Independence

We pride ourselves on our Independence.  Because we are independent of Banks, Insurance companies, Fund managers and other investment providers and work on a fee basis, you can be sure that our efforts are designed to provide the best solution we can to your financial objectives. We provide advice on plans for action only in matters in which we are fully competent. Where necessary we will work with other professionals such as accountants and solicitors to ensure that our clients' objectives are achieved.
Personal support

We pay great attention to the personal support that we afford our clients. Financial plans do not come together by themselves, they need monitoring and adjusting to meet our client's changing financial circumstances. We offer regular reviews and contact thus ensuring that our tailor-made financial solutions are supported by our continuing and courteous client advice.
History: 

The origins of the firm can be traced back to 1985. It was first incorporated by Graham J Miles April 1984 and traded under the name of MERONHEATH Financial Services Ltd. The firm specialised in the provision of advice to high net worth clients, particularly in the provision of Self Administered Pension Schemes. In January 1996 it merged with the life and pensions department of Wellington Insurance Bureau and changed its name to WELLINGTON PENSIONS & INVESTMENTS Ltd. A broader range of advice was provided to meet the needs a wider client base.



In June 1999 there was a change of shareholders and Graham J Miles became Managing Director. The company name was changed to MHI Ltd.

To accommodate the needs of a more specialised client base which included businesses and Trustees as well as high net worth individuals, the company offered a fee charging proposition. This was well received and clients could be confident they were receiving impartial advice and were not being sold a product.    



MHI Ltd. Continues to provide advice at the more technical end of the market place and its clients continue to be high net worth individuals, businesses and Trustees.
Formerly known as: 

MERONHEATH Financial Services Ltd.
WELLINGTON PENSIONS & INVESTMENTS Ltd.


 
 
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