MFP Wealth Management

Independent Financial Adviser  10 Falcon Drive, Christchurch, Dorset, BH23 4BA
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FCA authorised
Last authorised 3rd August 2020
As award-winning Chartered Financial Planners specialising in pension and retirement planning, we help you retire with complete financial confidence.
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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Traded endowment policies
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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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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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Long term care
Meet our advisers
Justin King APFS CFP RLP
Chartered Financial Planner, Chartered Wealth Manager
About us

As a firm of award-winning Chartered Financial Planners we specialise in providing pensions advice and retirement planning to successful individuals approaching retirement.

MFP Wealth Management was founded by Chartered Wealth Manager, Justin King, with a vision of creating a wealth management consultancy that actually makes planning for retirement a pleasant experience.

We are amongst the highest qualified independent adviser firms in the UK and one of only a handful of pension transfer specialists - authorised by the FCA to advise on the transfer of pensions.

Whether you need advice about a defined contribution pension, defined benefit (or final salary) pension, or specific advice about your Lifetime Allowance, we have the qualifications and experience to advise you.

As part of our wealth management service we also provide advice on Inheritance Tax planning, Trusts and legacy planning, so you can be sure you're making your wealth work hard for you.

Why not come and see us. Over a coffee we’ll put your mind at ease about retirement and making the most of your wealth.

Our services

We specialise in providing pensions and retirement planning advice.
We don’t believe in one-size-fits-all financial advice. We have a well-defined approach to retirement planning and it’s tailored to the needs of people who need a wealth strategy that delivers their personal vision of retirement.
Great retirement planning starts by understanding your pension options. But we also help you invest your capital for the best chance of a successful retirement, advise how to structure your assets tax efficiently and explain options for funding care fees if needed in later life. Your retirement vision is at the heart of the process.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

10 Falcon Drive, Dorset, Christchurch, BH23 4BA

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