Award-winning independent pension and retirement advisers
We help you retire successfully
By working with a deliberately small number of clients we’re able to give you the attention you deserve.
We help you make the best use of your pensions and wealth to provide both a great lifestyle in retirement and a legacy for your family.
But why us?
We only work with people planning or enjoying their retirement, so we understand your needs, challenges and priorities incredibly well.
We pride ourselves on being amongst just a handful of firms that hold the Chartered Financial Planners and the SOLLA Later Life Accredited Adviser accreditations.
Hear how Nick and Debbie feel about their experience of working with MFP
Feel informed in retirement with The Retirement Café Podcast
Retirement isn’t purely a financial event. It’s a huge transition that brings with it new challenges and opportunities.
That’s why we’ve launched The Retirement Café Podcast.
Tune in for inspiration on how to live a fulfilling and meaningful retirement.
Your host of The Retirement Café Podcast is MFP Wealth Management’s Justin King, Chartered Financial Planner, Accredited Later Life Adviser and author of Ready, Steady, Retire!
Check out the latest episodes and subscribe to the podcast here.
Helping you feel more informed in your retirement.
MFP are personally attentive, instilling confidence with a structured approach.
Justin’s door is always open to provide independent professional and personal advice and not just a suit hiding behind emails, financial jargon and a big company name.Nick (56) and Debbie (57)
At my initial meeting with Justin it was quite obvious that he was different from the other financial advisors I had met. Justin took more of an interest in what I wanted to achieve out of life rather than talking facts and figures. The discussions were around how we put together a plan to achieve this.Brian (66) and Julie (64)
My wife and I have been extremely impressed with their professionalism and willingness to provide various options open to us without us feeling pressurised. This independency was a key factor in us selecting MFP. We would have no hesitation in recommending them to others.Andy (68) and Jane (62)
Will your successful past translate into a successful future?
What does your retirement look like? Do you have a clear idea of how you’d like to spend your time, who you’d like to spend it with and what you’d like to do? A surprising number of people have not given it much thought until the reality of retiring is imminent.
Finding the right Independent Financial Adviser to help you navigate the challenges of retiring can be difficult in itself. You need to make sure that the IFA firm you entrust your future to is worthy of your time and money. It’s a given that your chosen firm will have the relevant accreditations and qualifications to properly advise you on your pension options and create an investment plan just for you. But feeling listened to and properly understood is essential to any relationship.
It’s no different to the relationship you’re looking to have with your retirement planner, but not all firms look beyond the product sale to the person they’re advising.
Our approach to retirement planning is somewhat unique. But then so are you. If you haven’t yet defined what the future should look like, then maybe now’s the time to start thinking. And maybe now’s the time to find an independent financial adviser who will ask you the right questions to allow you to plan for a successful retirement.
Why not make an appointment to come and chat about what’s important to you over a coffee?
MFP Wealth Management is an Independent Financial Adviser (IFA) serving the New Forest, Christchurch, Bournemouth, Dorset & Hampshire. MFP is a trading style of My Financial Planner Limited which is Authorised and Regulated by the Financial Conduct Authority – FCA registration number 505247.
10 Falcon Drive, Christchurch, Dorset, BH23 4BA. 01425 279212.
Our Chartered Financial Planning status illustrates our commitment to delivering the highest standards. It’s our industry’s gold standard.