Our Awards
Providing specialist pensions advice to help people retire successfully is our priority.
To be recognised by our peers in the profession as a firm leading the profession’s thinking in how we deliver pension and retirement planning advice is an added bonus, and testament to our focus upon providing discreet, personalised advice.
2018
Finalist in the ‘Retirement and Later Life Specialist of the Year’ Award 2018/19
Justin has been announced as a Finalist in the Retirement and Later Life Specialist of the Year category of the Personal Finance Awards, as organised by the Personal Finance Society. This is in recognition of his specialism in working with retirees and helping them plan successfully for their retirement. Having submitted a Case Study which was assessed by an expert panel of judges, he will find out whether he has been successful at an awards dinner on November 22nd 2018.
Highly Commended in the ‘Retirement Planner Awards 2018′
We were delighted to be announced as ‘highly commended’ or runners up in the South-West and Wales region for the Best Individual Pension Advice Firm of the Year Award. This recognises our holistic approach to retirement planning, including our unique Retirement Café initiative and collaboration with other professional advisers.
2017
Shortlisted in the ‘New Model Adviser Awards 2017′
We were shortlisted in the South-East region for the New Model Adviser Awards 2017 for our progressive approach to building the business, consistently delivering a superior service and driving innovation in the profession.
2016
Finalist in the ‘Retirement Adviser of the Year’ category of the Moneyfacts Awards 2016
Whilst we were pipped at the post for the title this year, we are extremely proud that MFP Wealth Management has been recognised as consistently delivering a superior service and innovation in pensions advice and retirement planning in the past 12 months.
2015
Winner of the ‘Life and Pensions Adviser Firm of the Year 2015’ award from the Financial Times’ professional publication, Financial Adviser.
This award recognises the firms who demonstrate excellence in delivering pension and retirement planning advice. The judges commented: “The firm has a financial planning focus from which they are absolutely unshakeable. For MFP Wealth Management, the client is at the centre of everything, which is demonstrated by the firm’s particularly impressive processes.”
Finalist in the ‘Retirement Adviser of the Year’ category of the Moneyfacts Awards 2015.
We were delighted to reach the finalist stage of the judging process for this award. It is presented to pensions advisory firms leading the profession in how they deliver innovative pensions advice and retirement planning.
2014
Commended the ‘Life and Pensions Adviser Firm of the Year 2014’ award from the Financial Times’ professional publication, Financial Adviser.
We were delighted to receive a commendation in this award category, which recognises the firms nationwide who demonstrate excellence in delivering pensions advice.
2013
Commended the ‘Life and Pensions Adviser Firm of the Year 2013’ award from the Financial Times’ professional publication, Financial Adviser.
We were delighted to receive our first commendation in this award category, which recognises small pensions advisory firms who demonstrate excellence in delivering pensions advice.