Business Details
Your Trusted Partner for Financial Planning Solutions
At MKFP Data, we prioritise your financial and life goals through independent, client-focused planning. With over 40 years of combined experience, our directors Matthew and Paul deliver jargon-free advice rooted in long-term client relationships. We specialise in pensions, investments, protection, and mortgages, ensuring tailored strategies aligned with your aspirations. Our transparent fee structure and commitment to regular portfolio reviews provide confidence in achieving financial security. Regulated by the Financial Conduct Authority, we uphold rigorous standards of professionalism and client care.By simplifying complex financial processes, we empower clients to make informed decisions about their future. Our approach emphasises clarity, trust, and adaptability to changing circumstances. Clients consistently commend our accessible communication style and the practical value of our recommendations. We offer initial consultations at no cost, with fees agreed transparently based on individual needs. As an appointed representative of Pi Financial Ltd, we maintain accountability while delivering personalised service.
Services
Pensions Planning
Investment Strategy
Life Protection
Mortgage Advice
Retirement Planning
Financial Reviews
Highlights and features
- We offer 40+ years combined experience in financial services
- Our team communicates complex financial matters in plain language
- FCA regulated for your protection and service standards
- Client-focused approach with transparent fee structures
- Regular portfolio reviews ensure ongoing alignment with your goals
Associations and certifications
- Financial Conduct Authority
Services
Pensions Planning
We simplify pension planning through two key stages: accumulation and decumulation. Our experts help build retirement savings while creating withdrawal strategies tailored to your lifestyle. Regular reviews ensure your plan adapts to changing circumstances and regulations, maintaining tax efficiency throughout your journey to financial independence.
Investment Strategy
Our investment approach begins with understanding your risk profile and financial goals. We construct diversified portfolios using tax-efficient vehicles, balancing growth potential with capital protection. Ongoing monitoring ensures your investments remain aligned with evolving personal circumstances and market conditions, maximising long-term returns.
Life Protection
We assess your protection needs to recommend appropriate life assurance, income protection, and critical illness coverage. Our solutions safeguard against financial hardship from unexpected events while optimising inheritance tax planning. Policies are tailored to individual circumstances, balancing premium costs with comprehensive coverage.
Mortgage Advice
We help first-time buyers and remortgagers find suitable mortgage products through comprehensive market analysis. Our advice considers your financial situation and long-term goals, explaining different mortgage types and associated risks. We provide clear information about early repayment charges and repossession risks while seeking optimal financing solutions.
Financial Reviews
Regular reviews ensure your financial plan remains on track through changing markets and personal circumstances. We assess investment performance against objectives, adjust strategies as needed, and explain any necessary changes in plain language. This ongoing process maintains alignment between your financial arrangements and life goals.
People
Matthew
Director
With over 20 years in financial services, Matthew specialises in retirement planning and investment strategy. His client-first approach focuses on simplifying complex financial concepts for better understanding. Prior to co-founding MKFP Data, he served as senior adviser at a leading firm, maintaining long-term client relationships through transparent communication and tailored solutions.
Paul
Director
Paul brings extensive experience in mortgage advice and protection planning, having worked in financial services for over two decades. He prioritises clear communication and practical solutions, helping clients navigate complex financial decisions. As co-founder of MKFP Data, he continues his commitment to accessible, jargon-free financial guidance while maintaining FCA-regulated standards.
Questions
What financial planning services do you offer?
We specialise in pensions, investments, protection, mortgages, and comprehensive financial reviews. Our services cover all aspects of personal financial planning from initial strategy development to ongoing portfolio management.
How are your fees structured?
We offer free initial consultations. Investment planning fees typically range 3-5% of invested amount, with ongoing management at 0.5% of portfolio value. All charges are agreed transparently before service commencement.
Are you regulated by financial authorities?
Yes, we operate as appointed representatives of Pi Financial Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA number 931586).
How do you approach investment risk management?
We assess your individual risk tolerance and capacity for loss before constructing diversified portfolios. Regular reviews ensure ongoing alignment with your changing circumstances and market conditions while maintaining tax efficiency.
Can you help with mortgage advice?
Yes, we provide mortgage advice for first-time buyers and remortgagers, helping clients find suitable products while explaining associated risks including repossession and early repayment charges.
How often do you review financial plans?
We recommend regular reviews to ensure your financial plan remains aligned with your goals. The frequency is agreed during initial consultations and typically occurs annually or when significant life changes occur.
