Finalist in the ‘Retirement Adviser of the Year’ category of the The Investment Life & Pensions Moneyfacts Awards 2019

MFP Wealth Management are finalists in The Investment Life & Pensions Moneyfacts Awards 2019. These awards showcase financial advisers that have excelled over the last 12 months

MFP are amongst 10 leading UK firms that will gather at an awards ceremony in September to discover the winner.

Shortlisted in the ‘Best Retirement Adviser’ category of the Money Marketing Awards 2019

MFP Wealth Management was shortlisted in the ‘Best Retirement Adviser’ category of the Money Marketing Awards 2019. These awards seek to recognise firms with proven expertise in helping people transition into retirement; firms that continue to improve the services they provide to clients.

These awards are amongst the most sought-after in the profession, so we were delighted to be up against some of the leading financial planning firms. 

Finalist in the ‘Retirement and Later Life Specialist of the Year’ Award 2018/19

Justin was 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. 

Given that we are a small firm, up against the largest city organisations, we couldn’t be more proud of this achievement. On the night, Justin was in a shortlist of three but the top accolade went to one of the other finalists. 

It is important to us to deliver a retirement planning service of the highest quality. This national professional recognition is a strong endorsement of our performance and progress.

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.

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.

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.

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.

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.

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.