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.
Justin and his team offer an extremely professional and thorough financial service.All aspects of my requirements were discussed before committing and his very honest and earnest opinions left me in no doubt that I had chosen correctly.Since then I have been very well looked after both financially and and in the discussion of life choices that will improve my path towards and after retirement.An exemplary service from start to finish
having phoned to get some specific advice on some investment possibilities , although I am not a client of theirs I was put through to Justin who spent at least 10 minutes on the phone explaining in detail why he was unable to help in my case, but more importantly explaining why in great detail. He then spent time to point me in the right direction .. Based on this interaction I would definitely recommend Simon's firm to anyone that is looking for Financial planning advice.
We contacted MFP when we needed advice about how to make best use of a pension pot at the time when I was planning retirement. The need for advise was because of decisions that needed to be made quickly. Justin was very helpful and set out his philosophy and methods. After the initial meeting, I was pretty sure that we would be using his services. But circumstances meant the decision was not so urgent. Despite our taking 15 months to contact him again, there was no pressure from MFP, in fact they were very understanding. So the next meeting happened in October 2016 after a long wait and at that stage, we were ready to proceed. Justin supplied us with a comprehensive proposal with the philosophy, methods, costs and processes all laid out. We were happy to sign to use his services. MFP took care of all the paperwork and the setting up of the portfolios. They contacted all the institutions were savings were placed and arranged all the transfers. We feel that we have a good package put in place and look forward to working with him over the coming years.
The world of finance is becoming more and more complex especially with the continuous changing of rules and governments! My wife and I have a good knowledge of our financial affairs BUT we would absolutely recommend having a Chartered Financial Planner like Justin King, who is very frank and translate the jargons very well along with excellent illustrations. The team at MFP do care about you and always follow up on ALL your queries. We are entering our sixth year with MFP and we feel in a good place and the directions from Justin who very passionate about his specialties is an exceptional partnership.
MFP Wealth Management Chartered Financial Planners is a UK Lawyer based in Christchurch, South West England. MFP Wealth Management Chartered Financial Planners is located at 10 Falcon Dr, Christchurch BH23 4BA, UK.
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