MFP Wealth Management - Chartered Financial Planners
10 Falcon Drive, Mudeford, Dorset BH23 4BA, United Kingdom
About the Business
MFP Wealth Management is a renowned establishment, committed to providing comprehensive financial planning and asset management solutions for individuals, families, and businesses. As Chartered Financial Planners, their team of skilled professionals is equipped with a wealth of experience and knowledge to help clients achieve their financial goals effectively.
Conveniently located at 10 Falcon Dr, Mudeford, Christchurch BH23 4BA, in the heart of the United Kingdom, MFP Wealth Management has been recognized as one of the leading financial institutions in the region, offering personalized service and tailored advice to meet the unique needs of their clients.
The institution specializes in providing a range of finance-related services, including retirement and pensions planning, investment management, estate planning, and tax advice. Their team of experts understands that financial planning can be both complex and overwhelming, and so they strive to make the process as straightforward and stress-free as possible.
MFP Wealth Management is not just a financial institution; it is also a local government office and a point of interest that supports the community. The institution is dedicated to helping its clients achieve their financial objectives and build a healthy financial future through ethical and sustainable practices. They are also actively involved in charitable giving and giving back to their local community.
Overall, MFP Wealth Management is an excellent choice for anyone looking to secure their financial future and make informed investment decisions. With unparalleled customer service, a dedicated team of professionals, and a commitment to ethical practices, this institution is an essential partner for all your financial planning needs.
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Contacts
10 Falcon Dr, Mudeford, Christchurch BH23 4BA, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"With modest investments I was unhappy with my previous adviser. Looking to make a change and after some initial research, I contacted MFP Wealth Management for an initial conversation. I was seeking someone who would advise me, take me through some options and be honest with me. By the time I’d had my second conversation with Justin I could feel the knowledge and know-how giving me the confidence I sought. Time alone will be the real measure of Justin’s expertise but so far, I am very pleased with the service I have received. The team are a pleasure to deal with and always deliver what they say they will, on time and with a guiding hand if required. Would I recommend? - Yes, I would."
"I’ve used Justin and the team at MFP Wealth Managment for a number of years. Justin has sound, detailed knowledge of his field, with a special focus on retirement planning primarily in and around Dorset - though with nationwide reach. I was thoroughly impressed by the comprehensive approach he took with regard to my financial situation. Justin totally took on board my (fairly complicated) personal circumstances and needs, explored my appetite for investment alternatives; then realistically and honesty assessed the best options for me. I feel that Justin takes a genuine interest in me and my family’s life, and helped me to achieve long term financial stability through advice on wills, pension movement and life assurance. He reviews this annually to ensure the advice is still a good fit for me, incorporating insightful projections to help me make informed decisions. Justin is a trusted advisor on every level, and I would wholeheartedly recommend."
"We contacted MFP when we needed advice about how to make best use of a pension pot at the time when I was planning retirement. The need for advise was because of decisions that needed to be made quickly. Justin was very helpful and set out his philosophy and methods. After the initial meeting, I was pretty sure that we would be using his services. But circumstances meant the decision was not so urgent. Despite our taking 15 months to contact him again, there was no pressure from MFP, in fact they were very understanding. So the next meeting happened in October 2016 after a long wait and at that stage, we were ready to proceed. Justin supplied us with a comprehensive proposal with the philosophy, methods, costs and processes all laid out. We were happy to sign to use his services. MFP took care of all the paperwork and the setting up of the portfolios. They contacted all the institutions were savings were placed and arranged all the transfers. We feel that we have a good package put in place and look forward to working with him over the coming years."
"The world of finance is becoming more and more complex especially with the continuous changing of rules and governments! My wife and I have a good knowledge of our financial affairs BUT we would absolutely recommend having a Chartered Financial Planner like Justin King, who is very frank and translate the jargons very well along with excellent illustrations. The team at MFP do care about you and always follow up on ALL your queries. We are entering our sixth year with MFP and we feel in a good place and the directions from Justin who very passionate about his specialties is an exceptional partnership."
"Due to some unique circumstances, I needed some urgent advice on my retirement options. I had researched various IFAs and most appeared to focus solely on the investment issues, whereas I needed a more holistic assessment including discussion and advice considering some special circumstances and the opportunity to check my own calculations on the viability of retirement plans. Justin King at MFP proved to be a great help in making my retirement decision and enabled me to follow an early retirement path with confidence. It is also worth mentioning that Justin went out of his way to accommodate my needs by arranging an out of office hours meeting at short notice."
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