MFP Wealth Management - Chartered Financial Planners

With modest investments I was unhappy with my previous adviser. Looking to make a change and after some initial research, I contacted MFP Wealth Management for an initial conversation. I was seeking someone who would advise me, take me through some options and be honest with me. By the time Id had my second conversation with Justin I could feel the knowledge and know-how giving me the confidence I sought. Time alone will be the real measure of Justins expertise but so far, I am very pleased with the service I have received. The team are a pleasure to deal with and always deliver what they say they will, on time and with a guiding hand if required. Would I recommend? - Yes, I would.
Jul 5th, 2022

Positive: Professionalism, Quality, Responsiveness, Value
Mar 28th, 2022

Professional, knowledgeable, experienced, highly competent, engaging, responsive. Quality product and service. Excellent experience throughout from whole team. Highly recommend.
Mar 5th, 2022

Ive used Justin and the team at MFP Wealth Managment for a number of years. Justin has sound, detailed knowledge of his field, with a special focus on retirement planning primarily in and around Dorset - though with nationwide reach. I was thoroughly impressed by the comprehensive approach he took with regard to my financial situation. Justin totally took on board my (fairly complicated) personal circumstances and needs, explored my appetite for investment alternatives; then realistically and honesty assessed the best options for me. I feel that Justin takes a genuine interest in me and my familys life, and helped me to achieve long term financial stability through advice on wills, pension movement and life assurance. He reviews this annually to ensure the advice is still a good fit for me, incorporating insightful projections to help me make informed decisions. Justin is a trusted advisor on every level, and I would wholeheartedly recommend.
Feb 25th, 2022

Was in need of some advice regarding potential care funding and tax implications of gifting from her assets for my elderly mother so I Googled "financial advisors". Half a dozen or so popped up, I decided to go with geography and gave MFP a call, simply because they were "round the corner" from mum's house. They made a note of my needs and promised to arrange for a call back. Justin King called me well after "going home time" and spent a considerable amount of his time offering extremely enlightening advice in a field about which I know nothing! Several of our concerns were very professionally and knowledgeably put into perspective and a number of options were suggested which we didn't even know existed. I would like to thank Justin for his patience and clearly comprehensive knowledge of his profession.
Nov 4th, 2018