Empowering financial freedom, one goal at a time
Who we are
MKFP is a financial planning practice dedicated to helping individuals achieve their financial and life goals. Founded by experienced financial professionals Matthew and Paul, we combine over 40 years of expertise to offer bespoke financial plans tailored to each client's unique needs and aspirations.
Our Approach
Our client-centered approach begins with a deep understanding of your individual goals and objectives. We take the time to assess your current financial situation, identifying any potential challenges or areas for improvement. By working in collaboration with you, we create a tailored plan that aligns with your aspirations and empowers you to confidently navigate your financial future.
1. Pensions & Retirement Planning
- Comprehensive analysis of your pension and retirement plans
- Strategies for maximizing your contributions
- Guidance on choosing the right investments and fund options
- Planning for a comfortable and secure retirement
2. Investment Planning
- Personalized portfolio creation based on your risk tolerance, goals, and aspirations
- Regular review and adjustment of your investments to ensure alignment with your changing needs and objectives
- Access to a diverse range of investment options, including ethical and sustainable choices
3. Protection Planning
- Evaluation of your existing insurance coverage
- Risk assessment to identify potential vulnerabilities
- Strategies for mitigating financial risks through tailored insurance solutions
4. Financial Planning & Wealth Management
- Comprehensive financial planning covering all aspects of your financial life
- Regular review and adjustment of your financial plan to ensure it remains effective over time
- Ongoing guidance and support to help you make informed financial decisions
Our Values
At MKFP, we believe in:
- Client-centricity: Your needs and goals are at the heart of everything we do.
- Integrity: We adhere to the highest ethical standards and act with transparency in all our dealings.
- Sustainability: We consider environmental, social, and governance (ESG) factors when making investment recommendations.
- Collaboration: We work in partnership with you to achieve your financial goals.
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