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MI Financial Services LLP

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MI Financial Services LLP

Overview:

We are a small friendly team offering independent whole of market advice. Our strength lies in our relationships with our clients, offering a high quality service over the long term which enables them to secure their financial goals. Although we've grown over the years, many of our original clients are still with us, while many more new clients have come to us on personal recommendation from others.
The origins of the firm go back to January 1992 when Tony Menghini set up 'Melksham Independent Financial Services' from his home in Melksham hence the MI in our name. He was keen to offer clients a choice with reliable expert and personal service; this philosophy continues today. Tony has 25 years experience within the financial services industry, working for 2 large insurance companies and a small IFA practice prior to setting up on his own. He has passed more than the minimum qualifications required to give advice and like all advisers at MI Financial Services, he prides himself on providing a prompt, efficient and friendly service to his client's.

Furthermore, we are able to offer specialist expertise in the fields of retirement planning, Wealth Management including Savings & investments, inheritance tax mitigation, and all forms of Protection to individuals and businesses. All initial consultations are without charge or obligation. By ensuring we understand a client's circumstances and requirements fully, before making any recommendations, we can help clients keep what they have, and achieve what they want.
Florence Menghini, Tony's wife, is now a Partner in the business and Head of Customer Services and Client care. A former teacher for many years she enjoys meeting clients and handling the daily administrative side of the business. In addition to our other administrative staff, we also employ a fully qualified para-planner, who supports the advisers in their research and report preparation.

Like most modern businesses we rely heavily on the latest information technology to provide up to date valuations, quotations and research. When combined with our in-depth expertise and unbiased professional approach, we are able to ensure our clients are making the right choices for their circumstances in a complex financial world.

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