Call: 020 8296 1799
Call: 020 8296 1799

Established in 1983, MLP are specialists in financial planning for private and corporate clients. MLP offer both restricted and Independent advice. This can be discussed in more detail with your adviser.

All Financial Advisors within the company are required to pass specified examinations set by the Chartered Insurance Institute. 

When considering financial matters you need clear, concise, up to date information to help you make the right decision and this is exactly what we offer.

Call us on 020 8296 1799

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Investments

We offer investments utilising all major tax wrappers. Recommendations will be made dependent on your risk profile, investment horizon and tax position.

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Retirement Planning

We can comprehensively advise you on both the accumulation and decumulation phases of retirement planning. With the advent of Flexible Access Drawdown, the need for professional advice in this area is greater than ever.

It is important to tailor your strategy according to your tax position, to ensure you get the most from your savings.

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Personal and Business protection

Most individuals and businesses in the UK are underinsured. Our protection specialists can review your plans and provide comprehensive advice, as to their ongoing suitability and your options.

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Inheritance Tax (IHT) Planning

“Inheritance Tax is a voluntary tax”, as the saying goes. Where undertaken estate planning is often overcomplicated. Our advisers will help you find the simplest solutions, to help you pass on wealth to your beneficiaries.

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Equity Release

With many families in the UK being asset rich, equity release can form an important part of retirement planning. It is important to select the right product to suit your circumstances and ensure that you have the relevant safeguards in place.

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Living and Care in Senior Years

Residential care can be expensive but planning can help minimise costs and ensure you don’t run out of money. This in turn can enable you to pass on more of your savings to your beneficiaries.

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Mortgages

At MLP Wealth we offer independent advice, tailoring mortgage recommendations to suit your circumstances. Whether it be a remortgage, purchase, or buy to let, we have access to a full range of products, across the market.

 

The Address

MLP Wealth Management Ltd
17 Station Road,
Belmont,
Sutton,
Surrey,
SM2 6BX

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