Business Details
11 Years
experience
Trusted Financial Advisers for Retirement Planning
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, pensions, and wealth management for successful individuals and families. Our approach combines financial expertise with life coaching to help clients create a fulfilling retirement aligned with their personal goals. We have assisted over 100 couples in achieving successful retirements and maintain a commitment to best practices, evidenced by our adherence to the British Standard in Financial Planning (BS8577).Our services include a structured Retirement Success RoadMap, transparent fee structures, and ongoing support to navigate market changes. We have received industry recognition, including awards for retirement advisory excellence, and operate with a client-centric philosophy, working with a select group of clients to ensure personalised attention. Our team provides comprehensive financial planning, investment management, and care funding solutions, supported by a dedicated staff committed to independent advice and efficiency.
Services
Retirement Planning
Pension Advice
Investment Management
Care Funding
Financial Coaching
Details
- Year established: 2015
Highlights and features
- We have over 25 years of experience in retirement planning and pensions.
- Our services are exclusively focused on retirement and wealth management.
- We combine financial expertise with life coaching for holistic planning.
- We hold the British Standard in Financial Planning (BS8577) certification.
- Transparent fee structures with no hidden costs for all services.
Associations and certifications
- Financial Conduct Authority
- BS8577
What people say
Highly knowledgeable
Brilliant communicator
Small number of clients
Personal and enjoyable experience
Steady hand to guide
Services
Retirement Planning
Our retirement planning service helps clients create structured financial strategies for their post-work life. We use a comprehensive Retirement Success RoadMap to understand your goals, design tailored financial plans, and implement investment strategies that align with your retirement vision. The service includes regular reviews to ensure your plan adapts to changing circumstances.
Investment Management
We develop evidence-based investment strategies to grow and preserve your wealth throughout retirement. Our approach focuses on long-term stability rather than market timing, incorporating tax-efficient solutions and regular portfolio reviews. The service includes cash flow forecasting and ongoing adjustments to maintain alignment with your financial objectives and risk tolerance.
Care Funding
Our care funding service helps families plan for long-term care costs through comprehensive financial analysis. We assess assets, income, and care needs to create sustainable funding strategies, including care annuities where appropriate. The service includes cash flow modelling, annuity implementation, and guidance through local authority assessments to ensure financial security for care requirements.
Financial Coaching
We combine financial expertise with life coaching to help clients make informed decisions about their wealth. This service focuses on aligning financial strategies with personal values and life goals. It includes regular consultations to discuss financial progress, address concerns, and maintain confidence in your retirement plan.
Pension Advice
Our specialist pension advice covers all aspects of retirement income planning, including pension consolidation, tax-efficient withdrawals, and lifetime allowance management. We help clients navigate complex pension rules and optimise their retirement income streams. The service includes detailed analysis of different pension options and their impact on overall financial security.
People
Justin King
Managing Director & Chartered Financial Planner
Justin King is an independent chartered financial planner with over 25 years' experience specialising in retirement planning. He founded MFP Wealth Management to help clients achieve secure, fulfilling retirements through personalised financial strategies. Justin combines technical expertise with life coaching to create holistic retirement solutions.
Kathy King
Marketing Manager
Kathy King leads our marketing initiatives, ensuring clients receive valuable retirement insights through various communication channels. She works closely with the team to share our expertise and client success stories, helping to build trust and understanding about retirement planning.
Lesley Billing
Paraplanner
Lesley Billing provides essential support to our financial planning process, preparing detailed reports and analysis to inform client recommendations. With strong attention to detail, she ensures accurate documentation and contributes to the smooth implementation of retirement strategies for our clients.
Questions
What services do you offer for retirement planning?
We offer comprehensive retirement planning including pension advice, investment management, care funding solutions, and financial coaching 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) with transparent pricing and no hidden costs.
Do you work with clients outside Dorset?
While based in Christchurch, we work with clients across the UK through online meetings and remote consultations.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners with industry-recognised qualifications and adherence to the British Standard in Financial Planning (BS8577).
How do you approach investment management?
We use evidence-based strategies focused on long-term stability rather than market timing, with regular reviews to ensure alignment with your retirement goals.
Can you help with care funding for elderly relatives?
Yes, we provide specialist care funding advice including cash flow modelling, annuity options, and implementation strategies to ensure sustainable care arrangements.
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