Transferring your investment to us
When you join MAFS as a client, we will assess your current protection policies, savings plans, investments, and pensions. This review is conducted in light of your financial objectives, needs, and risk tolerance.
We will provide our expert opinion on the suitability of your existing arrangements, taking into account factors such as charges, flexibility, fund range, and performance. If necessary, we will request information from your current providers to facilitate our assessment and potentially transfer your arrangements to MAFS.
Rest assured that our goal is to ensure your financial plans align with your objectives and offer the best possible outcomes.
Examples of our mandate requests we will send to your current providers:
Take the first step towards your financial goals.
Arrange an appointment with us today. At Martin Aitken Financial Services, we offer free initial advice to guide you in the right direction.
Contact us now to discover how we can assist you in achieving your financial objectives. Call us 0141 272 0000 or simply fill out our online enquiry form to get started.
