About Us

We offer completely independent whole of market advice and are authorised and regulated directly by the Financial Services Authority (FSA). Our strength lies in our relationships with our clients, offering a high quality service which enables them to secure their financial goals. Although we've grown over the years, many of our original clients are still with us, while many more new clients have come to us on personal recommendation from others.

 

Tony Menghini founded the firm in 1992 as 'Melksham Independent Financial Services', offering clients a first class personal service, and this philosophy continues today. Tony is well qualified and has over 20 years experience within the financial services industry. Like all MI Financial Services' advisers he prides himself on providing an efficient friendly financial advice service to meet a client's needs.

Furthermore, we are able to offer specialist expertise in the fields of retirement planning, personal investment, inheritance tax mitigation, and personal protection cover. All initial consultations are without charge or obligation. By ensuring we understand a client's circumstances and requirements fully, before making any recommendations, we can help clients keep what they have, and achieve what they want.

Florence Menghini, Tony's wife, is the other half of the partnership. A former teacher, she is now responsible for the customer services and administration side of the business. In addition to our part-time administrative staff, we also employ two fully qualified para-planners, who support our advisers in their research and report preparation.

Like most modern businesses we rely heavily on the latest information technology to provide up to date valuations, quotations and research. When combined with our in-depth expertise and unbiased professional approach, we are able to ensure our clients are making the right choices for their circumstances in a complex financial world.