Business Details
11 Years
experience
Your Trusted Financial Advisers in Christchurch
MFP Wealth Management is a small firm of Chartered Financial Planners based in Christchurch, Dorset, founded by Justin King, an independent chartered financial planner with over 25 years of experience. We specialise exclusively in retirement planning, having successfully guided more than 100 couples through their retirement journeys. Our approach combines financial expertise with life coaching to help clients clarify their goals and create tailored wealth strategies. We maintain long-term relationships with a select group of clients, ensuring personalised service and ongoing support. Our team works collaboratively to deliver a seamless experience, from initial consultation to lifelong financial guidance.Recognised for excellence, we were the first UK advisory firm to achieve the British Standard in Financial Planning (BS8577) and have received multiple industry awards. Our transparent fee structure includes a fixed planning fee and an ongoing management fee, with no hidden costs. We prioritise client trust, evidenced by testimonials highlighting our reliability, expertise, and personable approach. Our services extend to care funding planning, offering solutions for long-term care costs through annuities and strategic financial modelling. We are committed to continuous improvement, investing in staff development and maintaining rigorous professional standards.
Services
Retirement Planning
Pension Advice
Investment Management
Care Funding
Financial Planning
Details
- Year established: 2015
Highlights and features
- We have over 25 years of experience in retirement planning and pension advice.
- Our team consists of Chartered Financial Planners with specialist qualifications.
- We offer a fully transparent fee structure with no hidden costs.
- We provide evidence-based investment strategies tailored to individual needs.
- We combine financial planning with life coaching for holistic retirement preparation.
Associations and certifications
- Financial Conduct Authority
- British Standard BS8577
What people say
More confident about financial future
Trusted to guide
Enjoy working with them
Personalised service
Expertise in retirement planning
Services
Retirement Planning
We create tailored retirement plans by understanding your goals, analysing financial assets, and designing investment strategies. Our process includes cash flow forecasting and tax optimisation to ensure long-term financial security. We provide ongoing support to adapt plans as circumstances change.
Investment Management
Our evidence-based investment approach focuses on sustainable growth and risk management. We construct diversified portfolios aligned with your risk tolerance and retirement timeline, using low-cost funds and regular performance reviews to maintain optimal returns.
Care Funding Planning
We help clients plan for long-term care costs through annuity options and financial modelling. Our services include cash flow analysis, annuity implementation, and strategic advice to preserve wealth while covering care expenses.
Financial Planning
Our comprehensive financial planning covers tax efficiency, estate planning, and legacy protection. We integrate retirement goals with broader financial objectives to create cohesive strategies that evolve with your life circumstances.
Pension Advice
We provide specialist guidance on pension consolidation, drawdown strategies, and lifetime allowance management. Our advice focuses on maximising retirement income while minimising tax liabilities and regulatory risks.
People
Justin King
MD & Chartered Financial Planner
Justin King is an independent chartered financial planner with over 25 years of experience specialising in retirement planning. He founded MFP Wealth Management to help clients achieve secure, fulfilling retirements through evidence-based strategies and holistic financial guidance.
Kathy King
Marketing Manager
Kathy King leads marketing initiatives at MFP Wealth Management, focusing on client engagement and educational content. She supports the team's mission to simplify retirement planning through clear communication and strategic outreach.
Lesley Billing
Paraplanner
Lesley Billing provides essential support in creating financial plans and client documentation. With attention to detail, she ensures accurate analysis and efficient implementation of retirement strategies for MFP's clients.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including pension advice, investment management, tax optimisation, and care funding strategies tailored to your specific needs.
How are your fees structured?
We charge a fixed planning fee (average £2,500) and an ongoing management fee (around 1.45% annually for £1m portfolios) with no hidden costs.
Do you work with clients outside Dorset?
While based in Christchurch, we work with clients across the UK through online consultations and remote financial planning services.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with specialist retirement planning qualifications and ongoing professional development commitments.
How do you handle care funding planning?
We offer care funding solutions including annuity options, cash flow modelling, and strategic advice to manage long-term care costs effectively.
Can you help with pension transfers?
Yes, we provide expert guidance on pension consolidation, transfers, and drawdown strategies to optimise retirement income while minimising risks.
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