Call: 020 8296 1799
Call: 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.

 

MLP Wealth Seminar

woodford

Time finally ran out on Neil Woodford, Britain’s most high-profile fund manager, as he was forced to suspend dealing in his flagship Equity Income fund. The unprecedented move followed months of withdrawals by investors that caused his fund, once worth £10.2bn, to shrink to just a third of that size today. Now pressure is building on the City watchdog to reform its rules governing funds, particularly around the holding of “illiquid” assets.

 

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South West Thames Kidney Fund

Seán’s Marathon ride – Maratona Dles Dolimites July 2019

Wow, what an incredibly beautiful place, and what a great day in the saddle.

12,000 took part in the event. There were 3 different distances, I went for the longest one of 83 miles and 13976 feet of climbing (about half the height of Everest). The challenge was the amount of climbing, there were barely any flat sections with 8 mountain passes and a final short kicker towards the end...

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MEET THE TEAM

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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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