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  11. MLP Wealth Management Ltd

MLP Wealth Management Ltd

Independent Financial Adviser  M L P Wealth, Banstead, Surrey, SM7 2LS
First meeting at adviser's own cost
Free initial 1 hour consultation and telephone based advice. Just telephone for friendly initial advice.
We can advise you on
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Annuity purchase
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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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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Corporate pension
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Paolo Standerwick DipPFS
Director and Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

MR Paul Standerwick
IFA and DB Specialist

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

MR Sean Standerwick
Protection Specialist

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
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
Simon Keen, Chichester
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.
Nigel Wood, Beckenham
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.
Ms Jo Newbery, Walingham
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.
Ms Jackie Scrine, Belmont
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.
Ms Anne Patrick, Hampton
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.
Barry Donnithorne, Oxshott
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.
Guy Pigache, Tunbridge Wells
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.
Mike Harding, Sutton
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.
Dr Samy El Wakil, Worcester Park
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.
Paul Sims, St Ives
About us

The firm has been established for over 40 years. Experience in giving financial advice in both pre and post retirement pension monitoring and investments. Tax efficient income withdrawal plans. We have fully qualified advisers holding the advanced pension certificate (G60), AF3, Equity Release and Inheritance Tax Planning specialists. MLP is a family business with 3 members from the same family ensuring a long term service guarantee you will be looked after by the next generation family advisers MLP also have support from a mature, long serving and very experienced professional administration team We also operate both a telephone and face to face advice service We have clients all over the country.

Our services

1) Pension planning and consolidation
2) IHT planning using various methods and schemes
3) Tax efficient income withdrawals
4) Family and business protection plans

Where to find us
Head office address: M L P Wealth, 36 High Street, Banstead, Surrey, SM7 2LS
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 7th June 2021

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