“Our fundamental goal is to provide our clients with financial peace of mind”

Independent Chartered Financial Planners

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

Our team have a wealth of experience, so whoever you speak to you can be assured we provide knowledgeable and trustworthy advice explained in a clear and concise manner.

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 is assigned to one of our dedicated Adviser support team to help look after your financial affairs with a personal touch. This means you'll always be able to speak to someone and rather than having to speak to answer machines or slow email responses.

All Advisers are top rated; having featured in the Times annual top rated Advisers for many years now. But don't take our word for it, click on the number of reviews below to read what clients have to say.

Meet The Advisers

Call for a free consultation: 020 8296 1799

What We Can Help With

We provide a number of solutions for an array of situations and objectives; from pensions, tax efficient investing, and inheritance tax planning to protecting you and your family. Whatever your need we are here to help.

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Investments

We offer different investments via all major tax wrappers, as well as specialist products. Recommendations will be made dependent on your situation, objectives, risk profile, investment horizon and tax position.

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What Our Clients’ Say

  • “Paolo listened carefully before responding with options. I started with a very modest pension and over the years Paolo has continued to listen and tailored my investments, meeting my needs. He has a wealth of knowledge and experience the combination of which has put me now in a strong position as I go into retirement.”

    — Based in Oxfordshire

  • “Paolo listened to, and reviewed our circumstances, and came up with a solution that was within our budget. Our situation was not straight forward but Paolo gave great advice and didn’t push us into making any decisions. It was clear from the beginning that he had our best interests at heart. A real professional and friendly character, it has been a pleasure to deal with him, the same goes for all the staff we have dealt with at MLP. A special mention to Claire who helped us in the process.”

    — Based in Middlesex

  • “Paul explained all the pros and cons of the differing equity release companies . He spent some time finding the right product to meet my needs . I found Paul was very easy to talk to and he was very re assuring even in these difficult times (Covid19) . All our discussions took place over the phone but i was still able to understand all the issues.”

    — Based in Surrey

  • “Excellent first meetings with Paul which have been super helpful in explaining about how we need to lay out future financial planning. Simple advice, friendly service and a very trustworthy person and company.”

    — Based in Kent

  • “Seán helped me to understand my pension and investment options and, walked me through a risk profiler so that I could select the most appropriate option for me. Once we had agreed a plan and I completed a few simple and straightforward forms. Seán and his team took care of everything else.”

    — Based in Hampshire

  • “On first meeting with Sean I found him to be personable and extremely knowledgeable in tax efficient savings and I look forward to our next meeting.”

    — Wayne

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