MFP Wealth Management

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 Ha

ppiness™. 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

What an honour.To be invited to join podcast host legends Cameron Passmore and Benjamin Felix on the insanely brilliant ...
30/11/2023

What an honour.

To be invited to join podcast host legends Cameron Passmore and Benjamin Felix on the insanely brilliant Rational Reminder Podcast to chat about The Retirement Café Handbook 📘

These guys spread the word with the help of the greats of the investing world (including a Nobel Prize winner or two) with a weekly reality check on sensible investing and financial decision-making

Thanks for your kind words, Cameron:

👉 “He’s insanely curious about helping others achieve fulfilment in life; he’s a pretty fired up kind of guy and makes considering and planning for retirement exciting.”

(If you’re already an expert in lifestyle asset allocation, jump to 00:39:33 to hear our conversation) https://youtu.be/5-C79sLpRUs?si=N5WtloZlwk6IjPP2

Retirement isn’t a straight line. There will be ups and downs 〰️, challenges and opportunities, and unknowns 😮 popping u...
29/11/2023

Retirement isn’t a straight line. There will be ups and downs 〰️, challenges and opportunities, and unknowns 😮 popping up along the way.

That’s why I wrote this book 📘 to be a ‘Handbook’. You can dive into the most relevant chapters along your retirement journey.

Sure, I think it would be helpful to read the whole book, cover to cover, to hear what all the 60+ podcast guests have to say about what makes for a successful retirement.

People like Professor Sir Muir Gray, Rory Sutherland, Professor Andrew J Scott, Abraham Okusanya, David Jones, George D. Kinder, Elroy Dimson, Kevin Webber and so many more.

But then hang onto it and do what this reader plans to do: “Continuously be picking up the book”. After all, he believes it’s a “blueprint to an even better life”.

Don’t regret it 😉 Give your retirement planning a head start 🚀
📚

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

Alerts

Be the first to know and let us send you an email when MFP Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MFP Wealth Management:

Share

Our Story

We help you retire successfully and with complete confidence.

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 help you work that out.

Through a process of meaningful financial planning, we create a wealth management plan that works for you into your retirement and beyond.

So you make the best use of your wealth to provide both a great lifestyle in retirement and a legacy for your family. 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 I am a SOLLA Later Life Accredited Adviser - so you can be assured of someone with the expertise to best understand your needs in retirement.