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M&H Financial Planning

Independent Financial Adviser  Fleet Place House, London, EC4M 7RF
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FCA authorised
Last authorised 25th October 2021
Our integrated tax and financial planning service recognises every client is different, allowing us to create truly bespoke financial plans.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Iain Muffitt CFP, FPFS
Director
MR Michael Lapham
Chartered Financial Planner
About us

M&H Financial Planning is the financial planning arm of Mercer & Hole Chartered Accountants. The team consists of two Chartered Financial Planners, each with different areas of specialism, and who are supported by a team of experienced paraplanners and administrators.

Our services

At M&H Financial Planning we specialise in “bigger picture” planning and aim to build long term relationships with our clients.
Our focus upon longer term planning means that cashflow modelling forms a key part of the financial plans we create. This allows us to plan for future events and scenarios which in turn enables clients to take a targeted approach to achieve their financial objectives.
Our key strength stems from our link with Mercer & Hole Chartered Accountants; this allows us to provide a fully integrated tax and financial planning service, providing bespoke solutions for clients with more complex requirements.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Fleet Place House, 2 Fleet Place, London, EC4M 7RF

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