Call: 020 8296 1799
Call: 020 8296 1799

Independent Financial Advisors

We are a family run business established in 1983, providing Independent financial planning to both private and corporate clients.

When considering financial matters we provide knowledgeable and trustworthy advice, explained in a clear and concise manner to help you make the right decisions.

All our Financial Advisors are required to pass specified examinations set by the Chartered Insurance Institute. We are regulated and authorised by the Financial Conduct Authority (FCA).

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.

 

What to know about investment risk in the early years of retirement

tom webster

The Financial Conduct Authority's (FCA’s) recent Retirement Outcomes Review Final Report mentions the word ‘risk’ 63 times.

The report talks about longevity risk, the risk of scams and the risk of overspending, but the dominant theme is arguably the risk of over-cautious investors (mainly those without the benefit of advice) losing out by holding too much cash.

The paper sends a strong signal about the need to challenge clients’ inherent caution in later life...

 

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South West Thames Kidney Fund

South West Thames Kidney Fund

You can help paolo standerwick raise money for this great cause by donating directly to their fundraising page - https://www.justgiving.com

JustGiving sends your donation straight to South West Thames Kidney Fund and automatically reclaims Gift Aid if you are a UK taxpayer, so your donation is worth even more.

The Address

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

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Complaints

If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 17 Station Road, Belmont, Sutton SM2 6BX, email paolo@mlpwealth.co.uk or telephone 020 8296 1799.

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