Mayfield Investment Management
MI
Financial Advisors
Mayfield Investment Management
3a Market Square, Crewkerne TA18 7LE
# Mayfield Investment Management
Mayfield Investment Management is a privately owned, independent financial advisory firm based in Crewkerne, Somerset. Regulated directly by the Financial Conduct Authority, they specialise in providing bespoke, comprehensive financial advice tailored to individual circumstances.
The firm primarily serves small business owners, professionals, and those planning for or navigating retirement. Rather than managing large client portfolios, Mayfield deliberately limits their client base to ensure each receives dedicated, personalised attention and proactive service aligned with their specific objectives.
What distinguishes Mayfield from conventional advisory practices is their transparent fee structure. They charge fixed fees quoted upfront, rather than the industry-standard percentage-of-assets model. This approach eliminates conflicts of interest and provides clients with certainty about costs. This philosophy extends to their comprehensive approach to wealth management—they examine clients' complete financial position and focus on controllable factors such as tax minimisation and cost reduction, rather than relying solely on investment performance to generate returns.
Their service model emphasises quality over quantity. By working with a limited number of clients simultaneously, the team can dedicate sufficient time to understand each client's circumstances thoroughly and deliver genuinely personalised guidance. This boutique approach, combined with their independence and direct FCA regulation, positions them as a trustworthy alternative to larger, potentially conflicted advisory firms.
Mayfield Investment Management is a privately owned, independent financial advisory firm based in Crewkerne, Somerset. Regulated directly by the Financial Conduct Authority, they specialise in providing bespoke, comprehensive financial advice tailored to individual circumstances.
The firm primarily serves small business owners, professionals, and those planning for or navigating retirement. Rather than managing large client portfolios, Mayfield deliberately limits their client base to ensure each receives dedicated, personalised attention and proactive service aligned with their specific objectives.
What distinguishes Mayfield from conventional advisory practices is their transparent fee structure. They charge fixed fees quoted upfront, rather than the industry-standard percentage-of-assets model. This approach eliminates conflicts of interest and provides clients with certainty about costs. This philosophy extends to their comprehensive approach to wealth management—they examine clients' complete financial position and focus on controllable factors such as tax minimisation and cost reduction, rather than relying solely on investment performance to generate returns.
Their service model emphasises quality over quantity. By working with a limited number of clients simultaneously, the team can dedicate sufficient time to understand each client's circumstances thoroughly and deliver genuinely personalised guidance. This boutique approach, combined with their independence and direct FCA regulation, positions them as a trustworthy alternative to larger, potentially conflicted advisory firms.
Services offered
Retirement planningTax minimisationInvestment managementFinancial planning for business ownersWealth managementCost reduction strategiesComprehensive financial reviewsFamily financial planning