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A dream becoming a reality.

Investing is a lifelong process. Regardless of where you are in your life's journey, you need to consider why you want to invest, for how long, the purpose of your investment and your ability to accept risk.
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How we can help

Utilise allowances

We can discuss with you tax efficient investing ensuring you are utilising your annual allowances each year. These could be married couples allowance, personal tax allowance, savings allowance or even your ISA allowance.

Save for the next generation

Are you saving for your children/grandchildren's future rather than your own? We can help put in place arrangements that can provide your loved ones with a valuable step towards financial independence such as house deposit or university fund.

Bespoke Investment Plan

We can help you create a personal investment strategy, built upon an understanding of your individual circumstances and financial ambitions. Our aim is to give our clients confidence in their financial position.

Our Happy Customers

  • "It’s good to have access to an ongoing clear and reassuring outline of our financial affairs for the foreseeable future."
    R Hayden
  • "the advisers have given sound financial advice to me, both with regard to my family and to my own retirement planning."
    W Waddington
  • "8 years on I feel really comfortable with my financial goals, have confidence for my financial future"
    H Brown
  • "We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying."
    J Waterman
  • "We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now."
    D Wells
  • "Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them."
    H Adams
  • "MRA explain everything about your finances in plain talk that anyone could understand I would thoroughly recommend him to anyone."
    P Begent

Helpful Guides

Guide to Investing

Download

Stock Market Turbulence

Download

Investing for Life’s Journey

Download

Speak to one of our advisors today.

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Money that makes sense

MRA Money adds a human touch to understanding the complex world of finance.
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+44 01424 777156
info@mra-afm.co.uk
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MRA Financial is a trading style of Absolute Financial Management who are authorised and regulated by the Financial Conduct Authority, FCA Number 401135 / https://register.fca.org.uk/

Registered in England and Wales 05027747. Registered Office The Bull Yard, R/O 75 High Street, Ashford, Kent, United Kingdom, TN24 8SN.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Website: www.financial-ombudsman.org.uk.
© 2023 MRA Financial
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