About Us

Minshall Financial Services Limited has been an IFA offering financial advice since 2001, with an office situated in Lenton Lane, Nottingham, Nottinghamshire, the company provides a comprehensive and professional service for both individuals and businesses.

Minshall Financial Services Ltd are independent financial advisers offering high quality, independent advice for UK residents. We are located a short distance from the city of Nottingham, we aim to satisfy all of your financial requirements to the highest possible standard.

Sound independent advice can assist you in making the correct decisions so use your money wisely and use us to identify the financial solutions that you are looking for.

Minshall Financial Services Ltd:

  • Our financial advisers offer the highest quality of service for you.
  • We make sure you have access to the widest range of services available in the financial market.
  • With many years experience, Minshall Financial Services Ltd provide individuals and businesses with comprehensive, reliable advice and offer information about their choices in a step-by-step process.
  • Understanding your options gives you the confidence to make informed decisions.
  • Each case is individual and different, we see it as our business to recognise this and provide you, the customer, with individually personalised solutions to suit.

Introducing our team

Marguerite Morley DipPFS, DipFA, Cert CII (MP & ER)

IFA/Director

Marguerite is an Independent Financial Adviser. She has worked in the financial services industry since 1972 and joined Minshall Financial Services in 2006.

As a Director in the business, Marguerite knows how important it is to maintain the full confidence of our clients and she works to ensure their interests are always our priority.

Marguerite adds value to clients by reducing the complexity of financial planning. She listens to their individual requirements and uses her experience and knowledge to recommend the right solution for their needs.

Phillip Simpson DipFA, Cert CII (MP & ER)

IFA

Phillip is an Independent Financial Adviser who first joined Minshall Financial Services in 2007. He has worked in the financial services industry since 1979.

With a mission to help both individuals and businesses achieve their financial goals, Phillip takes a proactive roll with our clients. He spends time understanding their needs before designing a practical plan to help them meet these objectives.

Claire State

Office Manager

Claire joined Minshall Financial Services in 2004 and provides administration support and assistance to our IFA’s.

She is passionate about providing a professional, ethical and customer focussed experience for our clients and Claire’s friendly approach is vital to helping Minshall Financial Planners maintain consistently high levels of customer service.

Contact us for advice or more information…

Tel: 0115 900 3520
Email: mfs@minshallfinancialservices.co.uk
Monday to Friday – 9.00am and 5.00pm

All contact is treated in the strictest of confidence.