Financial advice
that works for you

We work with a small group of clients and their families to provide a comprehensive, bespoke financial advice service. We provide real value to clients for fair and transparent fees.

Mayfield IM Ltd is privately owned, wholly independent and directly regulated by the Financial Conduct Authority. We provide our clients with a personal and proactive service, designed to meet their objectives.

Our clients are usually:
  • small business owners
  • professionals
  • planning for or in retirement

  • Fixed fees

    We charge fixed fees which are quoted upfront; we don’t calculate fees as a percentage of your investments. This approach provides certainty for you and removes conflicts of interest.

  • Dedicated to you

    We work with a limited number of clients at any one time so that we can give all our clients the time they need.

  • A complete approach

    We look at our clients’ whole financial position and deal with the many aspects we can control such as minimising tax and costs amongst many other factors. We don’t only rely on stockmarkets to grow our clients’ wealth.
Mayfield IM financial Advisors in Somerset
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