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MFP Wealth Management
 
 
Overview: 

We are specialist financial advisers who provide an integral and comprehensive service to successful people and their families.

Our mission is to inspire our clients to live in fulfilment, with the peace of mind and knowledge that their wealth is preserved. Through a process of Meaningful Financial Planning, we illustrate the personal freedom and fulfilment that money makes possible.

We have a genuine passion for ensuring our clients achieve their utmost financial goals, while preserving their capital and income. Our advice is therefore entirely objective and tailored to each client, working in unison with you in order to achieve your financial happiness.

We help clients crystallise the things that are most important to them, then create a wealth management strategy that allows those most important things to become a reality.



Our Experience

We are an award-winning firm of Chartered Financial Planners based in picturesque Mudeford in Christchurch, Dorset. As the first firm in the UK awarded the prestigious BS 8577 certification – the new British Standard for financial planning and advisory firms, we are also one of a handful of Accredited Financial Planning FirmsTM with the Institute of Financial Planning. You can download our latest Assessment Report carried out by Standards International here: MFP BS 8577 Assessment Report and Notes 2014

MFP Wealth Management was Commended in the Financial Adviser Life and Pensions Awards 2014 prestigious ‘Firm of the Year 2014′ category, which recognises firms that are leading the profession’s thinking in how they deliver pension and retirement planning advice.

We Believe

We believe that people should be able to live a fulfilled life, whatever that means to them.

We believe that everyone should be able to achieve things that they hadn’t thought possible, or be who they want to be, or do what they want to do.

We believe that money can be used as a positive energy in people’s lives.

We believe that people should be able to deal with transitions in life with clarity, focus and ease.

Our ultimate goal is to find out what inspires people and inspire them to do it, to allow them to live fulfilled.


 
 
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