Treating Customers Fairly
MPL is regulated by the Financial Conduct Authority (FCA) and is happy to work within a regulated environment which prioritises the interests of consumers.
MPL has responded to the FCA initiative, Treating Customers Fairly, by publishing the MPL Treating Customers Fairly Policy which sets out what MPL clients can expect as part of the advice process
MPL are independent financial advisers which mean we have access to the whole market. We provide a high quality professional financial planning service and are totally focused on delivering a caring, proactive and personalised financial planning service to individuals and their families. We are a team of qualified professionals with complementary skills and expertise who have worked within the financial services industry for many years.
MPL have attained the prestigious 'Chartered Financial Planners' status by the Chartered Insurance Institute (CII). This is the industry's gold standard. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII. In addition, as wealth managers MPL have Chartered status with the Chartered Institute for Securities and Investment Institute.
MPL combines investment management, advanced wealth structuring and relationship management. We help our clients achieve their financial objectives. The investment managers at MPL work in tandem with the financial advisers and have a deep knowledge of investment principles, tax rules, and wealth structuring and understand the issues which affect our clients. This knowledge, combined with our experience, creates collective wisdom as the hallmark of our service to clients.
We work with clients and their professional advisors to examine and establish the clients’ needs. Understanding the client is always paramount.
Our role is then to offer a series of options to satisfy the clients' requirements – and consider investment risk tolerance. We represent the client in all negotiations and offerings to implement agreed strategies.