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Delivering Client Value

Independent Financial Advisers

Our financial advisers and investment professionals help people at all stages of life to achieve their financial goals.

Welcome To MW-FS

We’re financial advisers based in Yeadon, with clients all over the UK. We’ve been established for over 30 years and have a large, experienced team of dedicated advisers committed to supporting you with your financial objectives.

We’re independent, which means we’re able to provide you with unrestricted whole of market advice.

Our advice is bespoke – we start with you and create a solution that suits your own personal needs and circumstances. Whether you’re looking for investment advice, need help planning your retirement, moving home or need protection insurance.

What We Do

INVESTMENTS

PENSIONS

MORTGAGES

PROTECTION INSURANCE

Our Philosophy

Our business isn’t just about financial advice and products. Although they’re certainly important, we believe that the focus should be on you and finding out where you want to get to in life first.

That’s why we start with getting to know you so we can find out where you want to go and what you want to achieve for you and your family. We then create your very own financial strategy to support that.

“Happiness is not something you postpone for the future;
it’s something you design for the present.”

Jim Rohan

PLEASE GET IN TOUCH

Phone us on 0113 239 7900
Or email wealth@mw-fs.com