Finance Compass

MFP Wealth Management - Chartered Financial Planners - Christchurch

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 10 Falcon Dr, Mudeford, Christchurch BH23 4BA, United Kingdom.
Phone: 1425279212.
Website: mfpwealthmanagement.co.uk
Specialties: Financial consultant, Investment company, Investment service, Life coach, Pension office, Tax consultant.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of MFP Wealth Management - Chartered Financial Planners

MFP Wealth Management - Chartered Financial Planners 10 Falcon Dr, Mudeford, Christchurch BH23 4BA, United Kingdom
☎️1425279212

⏰ Open Hours of MFP Wealth Management - Chartered Financial Planners

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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MFP Wealth Management – Chartered Financial Planners: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial planning solutions, MFP Wealth Management stands as a reputable and trusted firm. Established with a commitment to delivering exceptional client service, MFP Wealth Management – Chartered Financial Planners – operates from its address at 10 Falcon Dr, Mudeford, Christchurch BH23 4BA, United Kingdom. They offer a wide range of services designed to help clients achieve their financial goals, encompassing everything from investment management to retirement planning and tax optimization. The firm prides itself on its team of highly qualified and experienced professionals, all of whom are Chartered Financial Planners, demonstrating a high level of expertise and adherence to rigorous industry standards.

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Key Services and Specializations

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MFP Wealth Management’s core competencies lie in providing a holistic approach to wealth management. Their services are meticulously tailored to meet the unique needs of each client. Here's a detailed breakdown of their offerings:

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  • Financial Consulting: They provide expert advice on a broad spectrum of financial matters, including budgeting, saving, debt management, and long-term financial planning.

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  • Investment Company: MFP Wealth Management actively manages investment portfolios, leveraging market insights to achieve optimal returns while managing risk effectively.

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  • Investment Service: Offering a diverse selection of investment products, including stocks, bonds, mutual funds, and ETFs, tailored to client risk profiles and objectives.

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  • Life Coaching: Recognizing the importance of overall well-being, they incorporate life coaching principles to help clients align their financial goals with their personal values and aspirations.

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  • Pension Office: Expertise in navigating the complexities of pension planning, including maximizing contributions, understanding options, and ensuring a secure retirement income.

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  • Tax Consultant: Providing strategic tax planning advice to minimize tax liabilities and optimize financial efficiency.

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Furthermore, MFP Wealth Management offers on-site services, allowing clients to conduct appointments directly at their location. They also provide convenient online appointments, catering to clients' busy schedules and preferences. The firm is committed to accessibility and inclusivity, evidenced by its wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities.

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Location and Accessibility

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Located in the picturesque coastal village of Mudeford, Christchurch, MFP Wealth Management is easily accessible. The firm’s address is 10 Falcon Dr, Mudeford, Christchurch BH23 4BA, United Kingdom. Clients are encouraged to book appointments in advance to ensure availability. While appointments are recommended, walk-ins are generally welcome, subject to availability. The firm’s commitment to accessibility extends beyond physical features, with a welcoming and professional environment for all clients.

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Client Feedback and Reputation

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MFP Wealth Management has garnered positive feedback from its clientele, as evidenced by its 13 reviews on Google My Business. The average opinion is 5/5, reflecting a consistently high level of client satisfaction. Clients frequently commend the firm’s professionalism, expertise, and personalized service. Here’s a summary of recurring themes from the reviews:

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  • Expert Advice: Clients consistently praise the team’s ability to provide clear, insightful, and tailored financial advice.

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  • Personalized Service: Many reviewers highlight the firm’s dedication to understanding their individual needs and goals.

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  • Trust and Integrity: A strong sense of trust and integrity is frequently expressed, reinforcing the firm’s reputation for ethical conduct.

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  • Effective Communication: Clear and consistent communication is consistently lauded as a key strength of the firm.

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Website: mfpwealthmanagement.co.uk

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Phone: 1425279212

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MFP Wealth Management is dedicated to empowering clients to achieve their financial aspirations through informed decision-making and proactive planning. Their commitment to Chartered Financial Planner standards, coupled with their accessible services and client-centric approach, makes them a valuable partner in navigating the complexities of wealth management. The firm’s on-site and online appointments, combined with their dedication to accessibility, further enhances the client experience. The consistently high ratings and positive client feedback underscore their commitment to providing exceptional service and building long-term client relationships.

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"summary": "MFP Wealth Management is a reputable Chartered Financial Planning firm offering comprehensive financial services, personalized advice, and accessible facilities to help clients achieve their financial goals.",
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👍 Reviews of MFP Wealth Management - Chartered Financial Planners

MFP Wealth Management - Chartered Financial Planners - Christchurch
Mark A.
5/5

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.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Anne F.
5/5

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.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Hilary G.
5/5

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.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Win B.
5/5

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.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Stuart P.
5/5

Was in need of some advice regarding potential care funding and tax implications of gifting from her assets for my elderly mother so I Googled "financial advisors". Half a dozen or so popped up, I decided to go with geography and gave MFP a call, simply because they were "round the corner" from mum's house. They made a note of my needs and promised to arrange for a call back. Justin King called me well after "going home time" and spent a considerable amount of his time offering extremely enlightening advice in a field about which I know nothing! Several of our concerns were very professionally and knowledgeably put into perspective and a number of options were suggested which we didn't even know existed. I would like to thank Justin for his patience and clearly comprehensive knowledge of his profession.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Nick T.
5/5

I required some sound advice on consolidating our financial affairs to provide for the future. Having successfully managed our portfolio up to this stage I thought I had a reasonable idea of my financial situation which I believed only required a second opinion for our retirement plans. Justin King at MFP came in from a different professional and financial angle which was succient, tax efficient and suited our personal circumstances and directed us down the correct retirement path. It was not a second opinion but well thought out professional advice using the latest software, data and his personal experience in the financial industry concerning retirement. MPF are very knowledgable, honest and transparent, they find the perfect individual plan in a friendly, understandable and timely manner.

MFP Wealth Management - Chartered Financial Planners - Christchurch
S D.
5/5

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.

MFP Wealth Management - Chartered Financial Planners - Christchurch
Tony B.
5/5

We undertook a life planning exercise with Justin which enabled us to identify what is most important to us, and for MFP to recommend a financial plan which was tailored to our specific circumstances. All the advice that we receive is explained clearly and succinctly and has resulted in us making significant tax savings.
Tony
Managing Director and Business Owner, Christchurch

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