Financial planning

McCranors Financial Services: Joined up thinking for YOUR finances

McCranors Financial Services (MFS) is the Financial Services arm of McCranors Chartered Accountants and Business Advisers.

MFS was established to ensure that YOU have access to the expertise of a Chartered Independent Financial Adviser directly through your accountant.   

Many business owners and successful individuals focus so hard on their business and wealth generation that they fail to make time to manage their finances well.

In fact, the majority of people do not manage their finances well.  Most people are not experts in financial planning and wealth management and do not have time to manage their finances properly.

There is such an enormous choice of financial products and services available today, possibly more than ever before. This means that the need for independent expert advice has never been greater.

Our aim is simple, to protect and enhance the wealth of our clients by helping them to:

• Build and preserve capital
• Plan for retirement
• Protect their family and estate against risk

Our vision is that all of our clients have a clearly defined financial plan, with objectives in place, which they revisit and evaluate with one of our experts on a regular basis. 

Independent Quality Advice you can Trust:

Having worked with McCranors you understand that we put client service at the heart of what we do. We take a genuine interest in your business and add-value beyond traditional accounting. But we want to ensure that our clients are also achieving their personal financial objectives and safe-guarding their financial futures.
The benefits of MFS to you are:

• Peace of mind that your finances are working for you
• Free initial consultation with an MFS independent expert
• Personal Tailored Financial Plan with objectives, revisited annually
• Advice from an independent Chartered Financial Adviser
• The convenience of your accountant and IFA being under one roof
• Trust and confidence that you are dealing with an IFA you can rely on.
• Good relations and good communication between your IFA and your accountant
• Joined-up tax planning strategies to help you mitigate your tax burden.
• Transparency of fee structures

To book a free consultation with an MFS adviser please call 02476 258621

McCranors Financial Services (MFS) was established as a division (trading style) of Isaacs Financial Services, who are one of a small number of Financial Advisors in the Midlands who have Chartered status.   Meetings with an MFS adviser are available in-house at McCranors by appointment.

McCranors: Accountants You can talk to.