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Why MFP?

We believe we can help you reach your financial goals and aspirations by taking the time to listen to what you really want.

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. As an example, the diagrams below represent a clients cashflow both before and after a plan is implemented:

Before the plan is implemented

After the plan is implemented

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.

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