Transferring your investments to us

Do you have existing protection policies, savings plans, investments and pensions?

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When you become a client of MAFS, we will review your current financial arrangements.

Based on the context of your short and long term financial objectives, needs assessment and attitude to risk, we will give our view on their continued suitability, along with our assessment and review of charges, flexibility, fund range and performance.

In order to transfer your arrangements to MAFS we will write to your current providers to request the information we require to make our assessment.

Click on the links below to view examples of the mandate requests we will send to your current providers.

Contact our independent financial advisers to arrange an appointmentTimeMgt

At Martin Aitken Financial Services, we provide free initial advice. Contact us today to arrange an appointment on 0141 272 0000 or fill out our online enquiry form.