Chartered Financial Planners helping successful people retire with complete financial confidence.
Christchurch, Dorset
Fiercely Independent of product providers, passionate about helping our clients, award Winning financial advisers in Christchurch At MFP Wealth Management our aim and passion is to inspire, motivate and guide our clients to achieve their chosen lifestyle. We specialise in offering a rather unique service in the UK of holistic financial life planning which, when coupled with our sound Investment Philosophy , ensures that we manage, nurture and protect our clients’ wealth to enable them to achieve those goals. We were the first firm in the UK to achieve the British Standard 8577 in the UK.
On-site · Dorset
Provide holistic, independent lifestyle financial planning and proactive ongoing advice to a portfolio of high-net-worth client families. Build trusted relationships and create tailored lifetime financial plans while ensuring all work meets regulatory and compliance requirements.