MLP Wealth Management Ltd

What were the circumstances that caused you to look for a Financial adviser? Multiple pensions, ISA's- needed independent advice. How did Paolo Standerwick help you? I have known Paolo through my motorcycle racing hobby for a number of years. It wasn't until last year that I knew the detail of what he did for a living. I have always done my own thing by making sure I saved for the future since my early 20's. I've done well, but now was the time to seek expert advice, as I'm over 50 and investments, laws, regulations are changing ever faster. I wanted someone to advise on the potential consolidation of my portfolios and place them in a more balanced risk profile, and provide me with transparent, decision making advice. I would say I'm not easy to convince, but Paolo gave me great advice along with a great deal and I made the move. Since starting, I've seen decent and controlled growth and I have access to the information I need via my own portal on a website. I have also recommended Paolo to other family member who are looking at using his services

Needed advice on retirement planning & income. I was introduced to Paolo at MLP Wealth a few years ago when my old financial adviser retired. Paolo advised me when I was going through changed personal circumstances and has handled my pensions since. I've been happy with the advice and like being able to check my investments online.

I was impressed with the knowledge and the empathy from a clients' perspective. it's all been good so far. The returns have exceeded my expectations in such a short period of time. I would recommend Paolo and MLP Wealth to anyone seeking financial advice.

What were the circumstances that caused you to look for a Financial adviser? Redundancy payoff. How did Paolo Standerwick help you? I was looking for a local IFA. Fortunately Paolo was based next to my street. I sat down with him and he explored what were my requirements in detail. He listened and reflected accordingly and recommended a suitable scheme to meet my requirements. I have had the scheme a few years now and I am pleased with the returns and income I receive monthly. We have now signed up with the regular annual reviews with the centralised investment process which monitors my investments. MLP are well connected with other professionals too. I would recommend Paolo and his staff for any financial advice.

What were the circumstances that caused you to look for a Financial adviser? Many years ago I dabbled in flotations successfully at a very low level and then needed to consolidate my assets. The advisor I had recommended that I use Paolo Standerwick as I needed more complicated financial advice. How did Paolo Standerwick help you? Paolo understood that I needed to make provisions for the future. I now have a will. Equity release on my property which enables me to enjoy my life. I can happily treat myself and family at times without worrying. Other investments have been consolidated. Have you seen the outcome you were hoping for? Yes, Everything is 'tidied up' and simpler for me to understand.

We had fairly large credit card debts and were interested in using the new pensions regulations to free up tax free cash from our pensions which allowed us to negotiate considerable savings by clearing these debts earlier than we could otherwise have afforded to do. This has improved our cash flow and allows us to draw less income from our companies and reduce our exposure to higher rate income tax. We also have the benefit of being able to invest surplus fund in our pensions. How did Paolo Standerwick help you? Paolo clearly understood our needs, and was prepared to help us by handling the transfer or our pensions from defined benefit schemes to our new collective retirement accounts.

I am an X -City man who was in financial services. Paolo reviewed amounts available for consolidation; managed the transfers from 3 DC providers; gave advice in relation to new investment scheme; consider portfolio composition appropriate for my circumstances. In relation to the potential DB transfer out he is providing advice in terms of benefits / dis benefits of such a move; flexibility and restrictions of DB vs SIPP; considerations in respect inheritance planning. I have seen the outcome in relation to the DC scheme- yes. I now have one online scheme whose performance I can monitor; charges I understand and an investment portfolio mix that meets my requirements. I have now transferred my DB scheme since first transactions and I have been extremely happy and 'chuffed' with the results and advice.

I am a partner in a Chartered Accountants in Sutton. I have know Paolo for approx. 20 + years and I also handle their accounts too. I have referred some of our clients to Paolo and MLP in the past. The feedback has been positive and returns have been impressive. He is clear in his recommendations and listens carefully to clients' requirement. Highly recommended.

I have dealt with Paolo and MLP for the last 10 years or so. I am a Hospital doctor who has a small money purchase pension pot which has accumulated nicely over the last few years. I have always received prompt responses to my queries and I am very happy with the service. As I approach retirement I will be going back and talking to Paolo about further investments. I recommend Paolo or any of the MLP Wealth adviser team.

My wife and I have probably been been one of Paolo's longest serving clients. He helped me over the years with family protection, mortgages and in the latter years my pension scheme. Originally it was a personal pension and now is in the form of a SIPP. I have managed to buy my own commercial premises with this money and over the years I have been very pleased with the returns and service from Paolo and the MLP Team. If there has ever been an problem Paolo has always sorted it out as it's not my field. I have been a very happy client. There has never been any hard sell or foods of emails offering services and advice. We speak when is necessary and the advice is always first class. Paolo brings a relaxed confidence to his clients which to me is the essence of a good financial advisor. As I move to capitalise on my investments with the team at MPL I know I will receive excellent recommendations.