We are a family run business established in 1983, providing Independent financial planning to both private and corporate clients. When considering financial matters we provide knowledgeable and trustworthy advice, explained in a clear and concise manner to help you make the right decisions. All our Financial Advisors are required to pass specified examinations set by the Chartered Insurance Institute.
We are regulated and authorised by the Financial Conduct Authority (FCA). 3 of MLP Wealth Management's advisers are due to feature in the 2021 Guide to top rated advisers this Saturday in the Times. They have amassed a total of 341 on VouchedFor - great work! In addition to this Paul has recently achieved Chartered status, which is widely considered the "gold standard" qualification for professional financial planners.
We are regulated and authorised by the Financial Conduct Authority (FCA). 3 of MLP Wealth Management's advisers are due to feature in the 2021 Guide to top rated advisers this Saturday in the Times. They have amassed a total of 341 on VouchedFor - great work! In addition to this Paul has recently achieved Chartered status, which is widely considered the "gold standard" qualification for professional financial planners.
Services
Our company goal is to forge personal, long term, profitable relationships. Paolo Standerwick established the business in 1983. The company now has a strong foothold in the industry with many long standing clients, and continues to grow. Today his 2 sons, Paul and Sen work alongside Paolo, providing advice nationally.
In the current low interest rate environment, it's more important than ever to make sure your savings aren't eroded by inflation. Whether investing for capital growth, or a future income, there are many different products available, often with differing tax implications. MLP Wealth's investment portfolios cater for clients of all risk levels and give a diverse approach, utilising top investment fund managers, to achieve your goals.
The majority of working people will receive a State Pension, which is reviewed by the Government. A few of us are lucky enough to have a generous work pension, but most of us will have to fund the remainder ourselves. At MLP Wealth, we help clients understand the various options and how they can fit into retirement planning.
We work hard throughout our lives and pay our taxes. When we die, our beneficiaries have to pay 40% inheritance tax, over and above the nil rate band. With careful planning, there are various ways to reduce your inheritance tax liability, or even mitigate it entirely.
If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 36 High Street, Banstead, Surrey, SM7 2LS, email or telephone 020 8296 1799.
If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 36 High Street, Banstead, Surrey, SM7 2LS, email or telephone 020 8296 1799.
Reviews (1)
John Roullier
Dec 15, 2017
Report
They helped me understand my pension pot & savings in great detail, and developed a really detailed retirement plan for me. They were very professional and friendly and didn't use jargon, just explained in real terms what I could expect my income to be in later life and how I can improve it. Highly recommended.
