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Call: 020 8296 1799
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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).

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Call us on 020 8296 1799

3 of MLP Wealth Management's advisers are due to feature in the 2021 Guide to top rated advisers this Saturday in the Times. They have amassed a total of 341 on VouchedFor - great work!

In addition to this Paul has recently achieved Chartered status, which is widely considered the “gold standard” qualification for professional financial planners.

Reviews and Ratings for Financial adviser Paolo Standerwick, Sutton

Paolo Standerwick

Reviews and Ratings for Financial adviser Seán Standerwick, Kingston-upon-Thames

Sean Standerwick

Reviews and Ratings for Financial adviser Paul Standerwick, Sutton

Paul Standerwick

Chartered Standard FP

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.

 

MEET THE TEAM

We pride ourselves on our teamwork to achieve the very best client outcomes. Therefore every client works directly with a qualified Adviser, and each case will be assigned with a dedicated Administrator to help look after your financial affairs with a personal touch. This means you'll always be able to speak to someone and not have to go through switchboards or speaking to answer machines.

Meet the team

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MLP Wealth - Banstead Fair

 

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MLP Wealth Management Ltd
36 High Street
Banstead
Surrey
SM7 2LS

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Complaints

If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 36 High Street, Banstead, Surrey, SM7 2LS, email or telephone 020 8296 1799.

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