MFP Wealth Management

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MFP Wealth Management Want a successful retirement? Let us show you how. Book a consultation now and get a free retirement review. We help you work that out.

We help you make the best use of your wealth to provide both a great lifestyle in retirement and a legacy for your family. You may have an idea of when you want to quit working or running your business, but you don’t really know exactly what you want your retirement to look like. We work with a select number of successful business people and business owners to help them achieve their Retirement Happiness™. Through a process of meaningful financial planning, we create a wealth management plan that works for you into your retirement and beyond. The great news is that we’ve got all the tickets: We are an award-winning firm of Chartered Financial Planners , we are also an Accredited Financial Planning Firm™, and we were the first financial planning firm in the UK to be awarded the prestigious BS 8577 certification – the new British Standard for financial planning and advisory firms.

🌟 Seeking a Paraplanner or Experienced IFA Administrator at MFP Wealth Management 🌟🌊 Imagine a job where you can almost ...
13/02/2025

🌟 Seeking a Paraplanner or Experienced IFA Administrator at MFP Wealth Management 🌟

🌊 Imagine a job where you can almost hear the rolling waves while you (crunch numbers and) help successful families plan their third act.

👫 A job that allows you to balance your work and family’s life.

👐 Within a progressive, friendly team that really cares about the work they do.

🌟 🌟 If you’ve got financial services experience and are interested in making a significant impact on people’s futures, check out the full job spec and apply https://www.mfpwealthmanagement.co.uk/paraplanner

Please share 🙏

We are looking for an experienced part-time paraplanner to join our IFA office in Christchurch, near Bournemouth.

View from the hut
09/07/2024

View from the hut

Justin's latest guest on The Retirement Cafe podcast chats all things annuities.When's the best time to secure your fina...
28/06/2024

Justin's latest guest on The Retirement Cafe podcast chats all things annuities.

When's the best time to secure your financial future?

Today, we're diving into the perplexing topic of why more people don’t buy annuities to provide a guaranteed income in retirement, and who better to have thi...

13/05/2024
Nearly ready for the off, just got to get up to London for TrapLive #
09/05/2024

Nearly ready for the off, just got to get up to London for TrapLive #

A fantastic review for "The Retirement Café Handbook" from a bookstore that genuinely cares 💕LoveReading Recommends
08/03/2024

A fantastic review for "The Retirement Café Handbook" from a bookstore that genuinely cares 💕
LoveReading Recommends

The Retirement Café Handbook - Nine Accelerators for a Successful Retirement (ISBN: 9781739410308) Get ahead of the curve and get a grip on your retirement with this comprehensive guide.

Was this in your stocking this Christmas?I'm thrilled to discover that a fellow financial planner has officially given T...
03/01/2024

Was this in your stocking this Christmas?

I'm thrilled to discover that a fellow financial planner has officially given The Retirement Café Handbook their stamp of approval! 🎉

Apparently, it's not just a book; it's a "masterclass in retirement planning." 🙏🏻

Who knew my bedtime reading could be so captivating? Thanks for making me feel like a retirement Jedi! 🚀 😜
https://amzn.to/41LYK8e

"Understandable solutions that resonate with kindness and humanity". What an awesome testimonial for anyone to write abo...
13/12/2023

"Understandable solutions that resonate with kindness and humanity".

What an awesome testimonial for anyone to write about a book.

And for it to refer to MY book is even more awesome.

Thank you Tim Drake for reviewing .

As an author of 5 books yourself, the founder of many businesses, think-tanks and charities, your insight into the benefits of my book mean a lot.

Why not find out for yourself what Tim means. Like he says "Get hold of a copy. And more importantly, read it."
https://amzn.to/3QWeGQg

🕺Even those who are happy in their retirement may be missing a trick. ➡️ Are they really living their ideal retirement? ...
07/12/2023

🕺Even those who are happy in their retirement may be missing a trick.

➡️ Are they really living their ideal retirement?
➡️ Could there be more?
➡️ Things they haven't considered that might cause them to drift into crisis?

"I am loving retirement, but reading the Handbook has impressed upon me that I need to stay on the Today - Decision and Action - Ideal path!" (Richard)

🤷‍♀️ Are you on track for a successful ? Find out how to jump onto the line towards YOUR ideal retirement in The Retirement Café Handbook. https://amzn.to/3RGA51D

Address

10 Falcon Drive, Christchurch
Dorset
BH234BA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441425279212

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