About Us
MFP is a holistic advice firm. This means we deal with a range of financial products to help achieve your financial goals. The products we offer will be in line with your goals and interests not the advisers. These goals can be as wide and varied as: protecting your family from the unforeseen, finding out what the most appropriate way to invest surplus income is, Investments and saving for the future, or a complex estate plan that protects your children from their future partners or creditors.
We provide a complementary first meeting to understand you and your position. In the second meeting we talk strategy and cost. We believe that what we charge must be a fair exchange of value i.e. the fee must be justified in either cost savings, future wealth created, or peace of mind gained. We let you be the judge of this, we don’t believe in pushy sales tactics just the facts and how we can help you. If you believe the cost outweighs the benefit then we hope you take up our service and join us on our journey.
Our advisers will be a minimum degree qualified and have passed the FASEA exam. This is similar to a Law BAR exam, being 3 hours long and sat under exam conditions. An adviser must satisfy a degree of competency before he is able to give clients advice. We adhere to a rigorous 12-point ethical standard called the FASEA code of ethics. This means a lot more work for our staff and advisers, but it insures you receive the best advice.
We don’t believe in Robo advice or talking to a robot and pride ourselves on personalised service. MFP advisers will be capped at advising approximately 100 full-service clients to ensure this continues despite our rapid growth. Where banks are closing branches in their thousands and going online, we are opening new offices to meet our clients in person. The issue this has lead to is that due to a lack of adviser’s spots are filling very quickly so we recommend that you be swift and call us today.
We will endeavour to reach and exceed your expectations.