MFP in FT Adviser’s Top 100 Financial Advisers
22nd October 2020 For the third consecutive year, Mazars Financial Planning has been named as one of the UK’s Top Five Financial Advisers by FT Adviser.
Financial Planning
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.
Our approach
Our experts understand that your goals and ambitions are unique. Whether you require ad-hoc advice or a long-term strategy to manage your future finances, we are here to support.
During these unprecedented times, we are working hard to offer you effective advice and actionable support. We want you to be in control of your personal finances throughout this pandemic – including pensions, retirement funds, personal cash flow planning and investment portfolio management.
Our services
- Realise your future personal financial goals through cash flow modelling
- Create a plan to help you preserve personal wealth and that of your business
- Build a retirement planning strategy for your future
- Advise on your plans for succession
- Identify personal and business protection solutions
Our teams
Our advisory teams are extremely capable, personable and well qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
Their clients have recognised these planners for their advice and services provided on the UK's leading review site for financial advisors, VouchedFor. Together they have received an overall rating of 4.8 out of 5.
(You can view the feedback for our clients here - https://www.vouchedfor.co.uk/firm/2261-mazars-financial-planning)
We are ranked as one of the top 5 Financial Planning firms by the Financial Times and this year were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice for the eighth year running.
 | These planners have been recognised by their clients for their advice and services provided on the UK’s leading review site for financial advisors, VouchedFor. Together they have received an overall rating of 4.8 out of 5. |
Get in Touch
If you would like to know more about how we can help you mange, plan or invest for your future, please get in touch.
Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:
In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: mfp.compliance@mazars.co.uk
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
Private Client Newsletter: November 2020
Our latest private client newsletter focuses on the potential impacts of the EU exit on individuals. From the implications on immigration, international private wealth, Capital Gains Tax (CGT) or what it could like ahead for the economy, this issue discusses the changes ahead.
The economy & your investments
Join our Chief Economist and Chief Investment Officer as they discuss the global economy, inflation, interest rates, and the investment landscape.
National contacts
Ian Pickford Partner - Head of Private Client
More Private Client
International Private Clients
“What if my tax affairs require jurisdiction-specific advice?”
Lifetime Cashflow Modelling
We all live increasingly busy lives, so finding time to plan and manage our future finances actively can be challenging.
Private client tax
“What if I could make my wealth more tax-efficient?”
Retirement Planning
To ensure you are in the best possible position to enjoy your retirement, it's essential to plan now.
Wealth Management
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
Property Investments
“What if I need tax advice for my property?”
Succession and Estate Planning
“What if I want to leave a lasting legacy for my loved ones?”
Private Clients
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.
Private Client Thank You
Thank you for your enquiry, a member of our team will be in touch shortly.