MHI Limited Independent Wealth Management
MHI LimitedIndependent WealthManagement

MHI philosophy

Mhi Ltd. has operated on a fees basis for many years. We do not sellers of products, but provide our clients with specialist financial advice and assist them in it's implementation so that they are able to achieve their financial goals.

 

Integrity, discretion and dependability are paramount when it comes to Financial Planning. As an independent investment adviser, we at MHI Limited are not tied to banks, Investment companies, Insurance companies or other providers of investment services. Our decision to enter into co-operation with other parties is guided solely by issues of quality and yield criteria for the purpose of realising your interests and achieving your aims. We summarise the fundamentals of our work in three guiding principles:

Competence

Regulated advice at MHI Ltd. is given by Graham J Miles the company's Managing Director. Graham has a Master of Science Degree in Financial Planning and Businesas Management. He is s a Fellow of both the Personal Finance Society and Institute of Financial Planning as well as being both a Chartered and Certified Financial Planner. Graham holds a number of specialist qualifications such as pensions and business financial planning. He is well know for his technical competence with in the industry and acts as a consultant to the Chartered Insurance Institute.

Independence

We pride ourselves on our Independence.  Because we are independent of Banks, Insurance companies, Fund managers and other investment providers and work on a fee basis, you can be sure that our efforts are designed to provide the best solution we can to your financial objectives. We provide advice on plans for action only in matters in which we are fully competent. Where necessary we will work with other professionals such as accountants and solicitors to ensure that our clients' objectives are achieved.

Personal support

We pay great attention to the personal support that we afford our clients. Financial plans do not come together by themselves, they need monitoring and adjusting to meet our client's changing financial circumstances. We offer regular reviews and contact thus ensuring that our tailor-made financial solutions are supported by our continuing and courteous client advice.

Would you like to meet us personally?

We will be happy to explore the possibilities of your future investment and financial  strategies in a personal consultation with you.

CONTACT DETAILS

Book a meeting

In order to visit us

Office hours

Monday to Friday 9am to 5pm

Please phone+(44) 01262 606618

or use our CONTACT FORM

MHI Limited

Portfolio House

1 North Street  

Bridlington

East Yorkshire

YO15 2DZ

 

 

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