What makes us different?
We may look like any other financial planning firm from the outside, but it's what's on the inside that makes us stand out.

Working with you, not for you
Being independent is a big thing for us, as it means we’re in control of the way we run our firm, and we can select the most appropriate products from the whole of market. When you trust us with your finances, we go above and beyond to ensure you have the most knowledgeable and friendly team that learns about your life and the goals you’d like to achieve.

Small and nimble
An advantage of working with a smaller firm is that we can do things quicker than others, meaning you get to see the benefits quicker.

Long-standing firm
1973. That was the year we established MW-FS, and our commitment to being a trusted partner for our clients remains to this day.

Strong service levels
Providing the best service comes naturally to us. As the testimonials show below, you can expect prompt replies and a hands-on team.

Our independence
Being independent allows us to control our firm and offer a wide range of products to suit your individual needs.

A local presence
Although we serve clients nationwide, we have a strong presence in Yeadon and we are proud of our Yorkshire heritage.

Highly qualified planners
Our financial planners are the cream of the crop. They continuously enhance their skills and knowledge to better serve our clients.
What clients are saying
Client satisfaction is our ultimate goal. See what some of our happy clients say about the value of our work.