Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to:
- Business Owner-Managers
- Trustees - Private and Charitable
We are a leading, purely fee based, Independent Financial Adviser (IFA). We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.
Because we are independent, we are not reliant on commission payments from providers which means our advice is truly unbiased and tailored to you. As a result, you only pay for our advice, as you require it.
This unbiased approach to financial planning, based solely on your circumstances and lifestyle objectives, sets us apart from other financial planning firms.
Our service is bespoke
We ensure we understand your personal or business objectives and can therefore help you achieve them with a personalised financial plan.
Our straightforward approach establishes objectives that are individual to you and enables us to draw up a financial plan focused on achieving those objectives. These will not be set in stone and will be regularly reviewed to incorporate any changes in your circumstances.
Having our clients fully involved in the advice process has been key in establishing long standing relationships.
Planning for life
We use cutting edge financial planning software which will help you both visualise the kind of lifestyle you want and create a financial plan to fund that lifestyle. It can also help answer the difficult questions, such as:
- At what age can I realistically stop working?
- When can I afford to exit my business and for how much do I need to sell my business to achieve my aims?
- How much will I need to fund future education fees?
Our cashflow plans clearly set out where you stand financially now and in the future. Based on these, together we can take the action required to reach your desired lifestyle goals.
Coping with taxing times
As part of an International Accountancy and Advisory firm, we work closely with our colleagues in personal and corporate tax to ensure you will not pay more in taxes than is absolutely necessary.
At a time when those with greater wealth are being asked to pay more in taxes than ever before, our cohesive approach means we can advise and implement, tax efficient and fully compliant solutions that reduce your overall tax burden.
A team you can trust
Our advisory teams are extremely capable, personable and well qualified. Our financial planners hold the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification and the majority are also Chartered Financial Planners, the premier qualification for financial advice professionals.
Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk