Mazars Financial Planning Ltd - Mazars - United Kingdom
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Mazars Financial Planning Ltd
Mazars Financial Planning Ltd (MFP) provides impartial financial planning advice and wealth management to private clients, owner-managers, multi-national employers and trustees. MFP's corporate division also provides consultancy and employee benefits advice.
According to the Financial Times, MFP is one of the largest purely fee-based Independent Financial Advisor (IFA) companies in the UK (IFA survey – November 2005) and is widely considered to be at the fore-front of developing professional financial planning as evidenced by success in the 2009 CityWire New Model Adviser Awards and third place in the 2009 Money Marketing IFA of the Year Award.
MFP's commitment to technical standards and quality of advice is evidenced by winning both the 2008 FT New Breed Adviser and 2009 Money Marketing Awards for Adviser Training and Professional Development. In addition, MFP financial planners won three, and came second in three, of the ten categories at the 2008 FT Money Management Financial Planner of the Year Awards.
MFP is also at the forefront of using technology solutions to simplify clients' access to information, as evidenced by winning the "Industry Achievement for an Adviser Firm" at the 2007 Adnitor Platform Awards and being shortlisted for the 2009 Money Marketing Best Technology Adviser Award. MFP's online platform allows clients to view all their investment holdings and transactional information at a press of a button.
MFP offers a range of holistic and integrated services, delivered by our multi-disciplinary team, including:
- investment portfolio management and benchmarking analysis
- tax advice and planning and the administration of trusts, wills and estates
- financial planning and analysis review
- pension consultancy and employee benefits
- family and/or business protection.
In 2008, Mazars Financial Planning boasted an unrivalled six individuals on the final shortlist of seventeen for the Money Management Financial Planner Awards. Three of our team went on to win their individual category, demonstrating that Mazars Financial Planning is at the forefront of professional financial planning. Please click the link on the right to read more.
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