We live in a strictly regulated financial services market, in order to gain independent financial advice entails specialist knowledge.
We have a wide range of skilled contacts to ensure you have independent adviser accustom to you and we work with them to deliver you with impartial advice.
MMBA has a widespread experience of guiding charitable and not-for-profit organisations. This sector is a large part of our business and our professional team advises some of the best-known organisations in the region.
Charities and not-for-profit organisations require specific legal, accounting and taxation regulations and the requirement for an expert team which understands the detailed necessities of this sector is high.
As a specialist wealth management company, we provide retirement and pensions planning advice and support services including trusteeship, administration, consultancy and investment advice.
We can help you with the provision of self-invested personal pension (SIPP) and small self-administered pension scheme (SSAS) arrangements – these are often central to life planning strategies.
We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:
- Pension schemes / Auto Enrolment
- Life assurance
- Critical illness cover
- Private medical insurance and care plans
- Individual savings accounts and
- Retirement planning