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.

We have used MW-FS for many years and would highly recommend them to anyone who needs help with their finances. Adam is easy to get hold of and he comes to see us twice a year to explain how our investments are working for us in easy terms.

Graham Kilsby

Adam keeps me updated on how my pension is performing. He checks I’m still happy with the investment funds and that I understand the performance data so I can make informed decisions about my pension. I thoroughly recommend him as a pensions adviser.

Elaine

Twelve years ago, preparing for retirement was a major issue, deciding to find an adviser was our first decision, then deciding on Dave Hemsley was the swift second. Dave's advice has consistently been sound and well-researched. We have regular documented reports and regular informal conversations to monitor that all is well. We have been pleased so far and look forward with confidence.

Derek, Ilkley

Marshall Wooldridge
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